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Wayfinding Financial’s iShares Select U.S. REIT ETF ICF Stock Holding History

Wayfinding Financial’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
Q2 		– Sell
-331
Closed -$20K – 405
2025
Q1 		$20K Buy
+331
New +$20.2K 0.01% 557

Other funds holding ICF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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

Wayfinding Financial's ICF Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 331 shares — an estimated $20K sold.

Wayfinding Financial first reported a position in ICF in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 331 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $20K.
  • Wayfinding Financial first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's iShares Select U.S. REIT ETF position peaked at $20K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.