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iShares Cohen & Steers Realty Maj. shares owned by Castle Wealth Management

Quarter-by-quarter ownership of iShares Cohen & Steers Realty Maj. (ICF) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management 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 Castle Wealth Management 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 3.4k 65.91
2022-09-30 $237k 4.4k 53.74
2022-06-30 $268k 4.4k 60.77

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Putwrite Strat (PUTW)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Matthews Asia Fds Emerging Markets (MEMX)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Castle Wealth Management

Top funds holding iShares Cohen & Steers Realty Maj.

Northwestern Mutual Wealth Management Company
Morgan Stanley
Jpmorgan Chase & Co
BlackRock
BlackRock
Bank of America Corporation
Kestra Advisory Services
Raymond James Financial Services Advisors
M^T Bank Corporation
Cetera Investment Advisers
Connecticut Wealth Management
Foundations Investment Advisors
Royal Bank of Canada
Creative Planning
Advisor Group Holdings

View all funds holding iShares Cohen & Steers Realty Maj.