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

MAI Capital Management’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 Q2	–	Sell	-918	Closed	-$56.8K	–	3301
2026 Q1	$56.8K	Hold	918	–	–	﹤0.01%	2157
2025 Q4	$54.8K	Sell	918 -3,095	-77%	-$188K	﹤0.01%	1961
2025 Q3	$247K	Buy	4,013 +336	+9%	+$20.5K	﹤0.01%	1185
2025 Q2	$225K	Sell	3,677 -50	-1%	-$3.03K	﹤0.01%	1130
2025 Q1	$229K	Sell	3,727 -510	-12%	-$31.2K	﹤0.01%	1068
2024 Q4	$255K	Sell	4,237 -132	-3%	-$8.42K	﹤0.01%	1051
2024 Q3	$288K	Hold	4,369	–	–	﹤0.01%	896
2024 Q2	$250K	Sell	4,369 -247	-5%	-$13.7K	﹤0.01%	1061
2024 Q1	$266K	Buy	+4,616	New	+$263K	﹤0.01%	1020

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MAI Capital Management's ICF Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2026, closing a stake of 918 shares — an estimated $56.8K sold.

MAI Capital Management first reported a position in ICF in Q1 2024 and held it in 9 quarters. The position peaked at $288K in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

MAI Capital Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 918 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $56.8K.
MAI Capital Management first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and held it in 9 quarters.
MAI Capital Management's iShares Select U.S. REIT ETF position peaked at $288K in Q3 2024.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.