Private Wealth Management Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Private Wealth Management Group’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188K	Hold	2,775	–	–	0.04%	118
2026 Q1	$172K	Hold	2,775	–	–	0.05%	91
2025 Q4	$166K	Hold	2,775	–	–	0.04%	93
2025 Q3	$171K	Hold	2,775	–	–	0.05%	93
2025 Q2	$170K	Hold	2,775	–	–	0.06%	88
2025 Q1	$171K	Hold	2,775	–	–	0.06%	86
2024 Q4	$167K	Hold	2,775	–	–	0.06%	86
2024 Q3	$183K	Buy	2,775 +1,100	+66%	+$68.7K	0.07%	78
2024 Q2	$96K	Hold	1,675	–	–	0.04%	107
2024 Q1	$96.7K	Hold	1,675	–	–	0.04%	101
2023 Q4	$98.4K	Buy	+1,675	New	+$88.5K	0.05%	100

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Wealth Management Group's ICF Position: Q2 2026 in Review

Private Wealth Management Group held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 2,775 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #118.

Private Wealth Management Group first reported a position in ICF in Q4 2023 and has held it in 11 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Private Wealth Management Group held 2,775 shares of iShares Select U.S. REIT ETF worth $188K as of Q2 2026.
Private Wealth Management Group left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #118 holding.
Private Wealth Management Group first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 11 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.