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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

Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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

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. 349 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.
  • 349 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.