Medallion Wealth Advisors, LLC’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$452K Sell
2025
Q4
$443K Buy
2025
Q3
$405K Buy
2025
Q2
$391K Sell
2025
Q1
$410K Buy
2024
Q4
$389K Buy