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Strategic Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Strategic Wealth Partners’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
Q1 		$3.1K Hold
50
– – ﹤0.01% 1113
2025
Q4 		$2.98K Sell
50
-76
-60% -$4.62K ﹤0.01% 1143
2025
Q3 		$7.76K Sell
126
-1,268
-91% -$77.5K ﹤0.01% 952
2025
Q2 		$85.2K Buy
+1,394
New +$84.5K 0.01% 417

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Strategic Wealth Partners's ICF Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Select U.S. REIT ETF (ICF) position steady in Q1 2026 at 50 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Strategic Wealth Partners first reported a position in ICF in Q2 2025 and has held it in 4 quarters since. The position peaked at $85.2K in Q2 2025. 358 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

  • Strategic Wealth Partners held 50 shares of iShares Select U.S. REIT ETF worth $3.1K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Select U.S. REIT ETF share count unchanged in Q1 2026.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1113 holding.
  • Strategic Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares Select U.S. REIT ETF position peaked at $85.2K in Q2 2025.
  • 358 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.