iShares Cohen & Steers Realty Maj. shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Cohen & Steers Realty Maj. (ICF) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Cohen & Steers Realty Maj.
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Quarterly reported holdings in iShares Cohen & Steers Realty Maj. by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $637k | 11k | 58.73 |
| 2023-09-30 | $616k | 12k | 50.16 |
| 2023-06-30 | $1.0M | 14k | 73.88 |
| 2023-03-31 | $502k | 4.8k | 104.29 |
| 2022-12-31 | $1.3M | 24k | 54.84 |
| 2022-09-30 | $1.3M | 24k | 53.67 |
| 2022-06-30 | $1.5M | 25k | 60.78 |
| 2022-03-31 | $1.8M | 25k | 71.00 |
| 2021-12-31 | $2.0M | 26k | 76.08 |
| 2021-09-30 | $622k | 65k | 9.60 |
| 2021-06-30 | $622k | 9.5k | 65.38 |
| 2021-03-31 | $580k | 10k | 57.86 |
| 2020-12-31 | $581k | 11k | 53.91 |
| 2020-09-30 | $1.0M | 10k | 102.01 |
| 2020-06-30 | $1.1M | 11k | 100.84 |
| 2020-03-31 | $1.0M | 11k | 91.57 |
| 2019-12-31 | $879k | 7.5k | 116.95 |
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