Centricity Wealth Management »

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

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

Historical chart of Centricity 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 Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Cohen & Steers Realty Maj. by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.4k 88 61.16
2025-03-31 $5.4k 88 61.53
2024-12-31 $5.3k 88 60.26

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding iShares Cohen & Steers Realty Maj.

Northwestern Mutual Wealth Management Company
Morgan Stanley
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
Creative Planning
Bank of New York Mellon

View all funds holding iShares Cohen & Steers Realty Maj.