MAI Capital Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
3,677
-50
-1% -$3.06K ﹤0.01% 1082
2025
Q1
$229K Sell
3,727
-510
-12% -$31.4K ﹤0.01% 1025
2024
Q4
$255K Sell
4,237
-132
-3% -$7.95K ﹤0.01% 1006
2024
Q3
$288K Hold
4,369
﹤0.01% 864
2024
Q2
$250K Sell
4,369
-247
-5% -$14.2K ﹤0.01% 1031
2024
Q1
$266K Buy
+4,616
New +$266K ﹤0.01% 987