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

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

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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $22k 357 61.83

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding iShares Cohen & Steers Realty Maj.

Northwestern Mutual Wealth Management Company
Morgan Stanley
Bank of America Corporation
Raymond James Financial
Foundations Investment Advisors
Cetera Investment Advisers
Royal Bank of Canada
M^T Bank Corporation
National Philanthropic Trust
LPL Financial
Bank of New York Mellon
Kestra Advisory Services
Amg National Trust Bank
Keybank National Association
Advisor Group Holdings

View all funds holding iShares Cohen & Steers Realty Maj.