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iShares Cohen & Steers Realty Maj. shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter-by-quarter ownership of iShares Cohen & Steers Realty Maj. (ICF) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies from 13F filings

Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies investment in iShares Cohen & Steers Realty Maj.

Tip: Access up to 7 years of quarterly data

All positions including iShares Cohen & Steers Realty Maj. held by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Cohen & Steers Realty Maj. by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $360k 6.0k 59.67

More positions owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Caterpillar (CAT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Top funds holding iShares Cohen & Steers Realty Maj.

Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Raymond James Financial
Cetera Investment Advisers
Foundations Investment Advisors
Royal Bank of Canada
M^T Bank Corporation
LPL Financial
Advisor Group Holdings
Connecticut Wealth Management
Kestra Advisory Services
Amg National Trust Bank
Keybank National Association
Creative Planning
Bank of New York Mellon

View all funds holding iShares Cohen & Steers Realty Maj.