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

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

Historical chart of Oak Wealth Advisors 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 Oak 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $431k 7.2k 59.67
2025-09-30 $418k 6.8k 61.62
2025-06-30 $408k 6.7k 61.16

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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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View all positions for Oak Wealth Advisors

Top funds holding iShares Cohen & Steers Realty Maj.

Northwestern Mutual Wealth Management Company
Raymond James Financial
Cetera Investment Advisers
Foundations Investment Advisors
M^T Bank Corporation
LPL Financial
Connecticut Wealth Management
Kestra Advisory Services
Amg National Trust Bank
Keybank National Association
Advisor Group Holdings
Creative Planning
Bank of New York Mellon
Huntington National Bank
LBMC Investment Advisors

View all funds holding iShares Cohen & Steers Realty Maj.