Mascoma Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Mascoma Wealth 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
2025 Q3	–	Sell	-200	Closed	-$12.2K	–	471
2025 Q2	$12.2K	Buy	+200	New	+$12.1K	﹤0.01%	303
2017 Q4	–	Sell	-28	Closed	-$1K	–	392
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	384
2017 Q2	$1K	Sell	28 -370	-93%	-$18.7K	﹤0.01%	391
2017 Q1	$20K	Hold	398	–	–	0.01%	215
2016 Q4	$20K	Buy	+398	New	+$19.5K	0.01%	212

Other funds holding ICF

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

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

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

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

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

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

FIA

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mascoma Wealth Management's ICF Position: Q3 2025 in Review

Mascoma Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2025, closing a stake of 200 shares — an estimated $12.2K sold.

Mascoma Wealth Management first reported a position in ICF in Q4 2016 and held it in 5 quarters. The position peaked at $20K in Q1 2017. 339 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

Mascoma Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2025 after selling out during the quarter.
Mascoma Wealth Management sold 200 iShares Select U.S. REIT ETF shares in Q3 2025, an estimated $12.2K.
Mascoma Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2016 and held it in 5 quarters.
Mascoma Wealth Management's iShares Select U.S. REIT ETF position peaked at $20K in Q1 2017.
339 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.