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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
Q3 		$184K Buy
2,920
+145
+5% +$9.8K 0.04% 122
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Brewster Financial Planning
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Wealth Management Group's ICF Position: Q3 2026 in Review

Private Wealth Management Group increased its iShares Select U.S. REIT ETF (ICF) stake by 5.2% in Q3 2026, buying an estimated $9.8K and bringing the position to 2,920 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #122.

Private Wealth Management Group first reported a position in ICF in Q4 2023 and has held it in 12 quarters since. The position peaked at $188K in Q2 2026. 183 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Private Wealth Management Group held 2,920 shares of iShares Select U.S. REIT ETF worth $184K as of Q3 2026.
  • Private Wealth Management Group bought 145 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $9.8K.
  • iShares Select U.S. REIT ETF made up 0.04% of Private Wealth Management Group's portfolio in Q3 2026, its #122 holding.
  • Private Wealth Management Group first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's iShares Select U.S. REIT ETF position peaked at $188K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.