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

Medallion Wealth Advisors’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	$485K	Sell	7,178 -131	-2%	-$8.8K	0.15%	128
2026 Q1	$452K	Sell	7,309 -123	-2%	-$7.71K	0.15%	138
2025 Q4	$443K	Buy	7,432 +858	+13%	+$52.1K	0.15%	136
2025 Q3	$405K	Buy	6,574 +212	+3%	+$13K	0.14%	145
2025 Q2	$391K	Sell	6,362 -283	-4%	-$17.1K	0.15%	141
2025 Q1	$410K	Buy	6,645 +195	+3%	+$11.9K	0.19%	119
2024 Q4	$389K	Buy	+6,450	New	+$411K	0.19%	113

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

Medallion Wealth Advisors's ICF Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 1.8% in Q2 2026, selling an estimated $8.8K and leaving 7,178 shares worth $485K. The position accounts for 0.15% of the portfolio, ranked #128.

Medallion Wealth Advisors first reported a position in ICF in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Medallion Wealth Advisors held 7,178 shares of iShares Select U.S. REIT ETF worth $485K as of Q2 2026.
Medallion Wealth Advisors sold 131 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $8.8K.
iShares Select U.S. REIT ETF made up 0.15% of Medallion Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Medallion Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.