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Running Point Capital Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		$25.5K Hold
427
– – 0.01% 163
2025
Q3 		$26.3K Hold
427
– – 0.01% 167
2025
Q2 		$26.1K Hold
427
– – 0.01% 157
2025
Q1 		$26.3K Hold
427
– – 0.01% 148
2024
Q4 		$25.7K Buy
+427
New +$27.2K 0.01% 136

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Running Point Capital Advisors's ICF Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q4 2025 at 427 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #163.

Running Point Capital Advisors first reported a position in ICF in Q4 2024 and has held it in 5 quarters since. The position peaked at $26.3K in Q3 2025. 357 funds tracked by Wall St. Rank hold ICF as of Q4 2025.

  • Running Point Capital Advisors held 427 shares of iShares Select U.S. REIT ETF worth $25.5K as of Q4 2025.
  • Running Point Capital Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q4 2025.
  • iShares Select U.S. REIT ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #163 holding.
  • Running Point Capital Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 5 quarters since.
  • Running Point Capital Advisors's iShares Select U.S. REIT ETF position peaked at $26.3K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.