Medallion Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
Other funds holding ICF
FIA
NPT
Medallion Wealth Advisors's ICF Position: Q1 2026 in Review
Medallion Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 1.7% in Q1 2026, selling an estimated $7.71K and leaving 7,309 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #138.
Medallion Wealth Advisors first reported a position in ICF in Q4 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2026.
- Medallion Wealth Advisors held 7,309 shares of iShares Select U.S. REIT ETF worth $452K as of Q1 2026.
- Medallion Wealth Advisors sold 123 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $7.71K.
- iShares Select U.S. REIT ETF made up 0.15% of Medallion Wealth Advisors's portfolio in Q1 2026, its #138 holding.
- Medallion Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 6 quarters since.
- 360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.