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

MGB 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 Q4	$6.88K	Buy	115 +1	+0.9%	+$61	﹤0.01%	300
2025 Q3	$7.03K	Hold	114	–	–	﹤0.01%	300
2025 Q2	$6.97K	Hold	114	–	–	﹤0.01%	297
2025 Q1	$7.01K	Hold	114	–	–	﹤0.01%	282
2024 Q4	$6.87K	Hold	114	–	–	﹤0.01%	277
2024 Q3	$7.51K	Hold	114	–	–	﹤0.01%	268
2024 Q2	$6.78K	Hold	114	–	–	﹤0.01%	267
2024 Q1	$6.58K	Hold	114	–	–	﹤0.01%	253
2023 Q4	$6.7K	Buy	+114	New	+$6.03K	﹤0.01%	247

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

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

MGB Wealth Management's ICF Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Select U.S. REIT ETF (ICF) stake by 0.88% in Q4 2025, buying an estimated $61 and bringing the position to 115 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

MGB Wealth Management first reported a position in ICF in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.51K in Q3 2024. 356 funds tracked by Wall St. Rank hold ICF as of Q4 2025.

MGB Wealth Management held 115 shares of iShares Select U.S. REIT ETF worth $6.88K as of Q4 2025.
MGB Wealth Management bought 1 iShares Select U.S. REIT ETF share in Q4 2025, an estimated $61.
iShares Select U.S. REIT ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #300 holding.
MGB Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Select U.S. REIT ETF position peaked at $7.51K in Q3 2024.
356 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.