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iShares Cohen & Steers Realty Maj. shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in iShares Cohen & Steers Realty Maj.

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All positions including iShares Cohen & Steers Realty Maj. held by JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 6.2k 61.62
2025-06-30 $376k 6.2k 61.16
2025-03-31 $398k 6.5k 61.53
2024-12-31 $400k 6.6k 60.26
2024-09-30 $437k 6.6k 65.91
2024-06-30 $405k 7.1k 57.29
2024-03-31 $369k 6.4k 57.70
2023-12-31 $376k 6.4k 58.73
2023-09-30 $407k 8.1k 50.16
2023-06-30 $506k 9.1k 55.57
2023-03-31 $509k 9.2k 55.54
2022-12-31 $513k 9.4k 54.84
2022-09-30 $514k 9.6k 53.69
2022-06-30 $583k 9.6k 60.81
2022-03-31 $696k 9.8k 71.01
2021-12-31 $773k 10k 76.05
2021-09-30 $803k 12k 65.42
2021-06-30 $841k 13k 65.35
2021-03-31 $758k 13k 57.81
2020-12-31 $711k 13k 53.89
2020-09-30 $616k 6.0k 102.09
2020-06-30 $564k 5.6k 100.88
2020-03-31 $458k 5.0k 91.62
2019-12-31 $568k 4.9k 116.97
2019-09-30 $583k 4.9k 119.93
2019-06-30 $466k 4.1k 112.56
2019-03-31 $456k 4.1k 111.27
2018-12-31 $376k 3.9k 95.58
2018-09-30 $391k 3.9k 100.21
2018-06-30 $406k 4.1k 99.78
2018-03-31 $428k 4.6k 93.29
2017-12-31 $459k 4.5k 101.21
2017-09-30 $436k 4.3k 100.55

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Ishares Tr Rus 1000 Etf (IWB)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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
Creative Planning
Bank of New York Mellon
LBMC Investment Advisors

View all funds holding iShares Cohen & Steers Realty Maj.