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iShares Cohen & Steers Realty Maj. shares owned by Planned Solutions

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

Historical chart of Planned Solutions investment in iShares Cohen & Steers Realty Maj.

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All positions including iShares Cohen & Steers Realty Maj. held by Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $128k 2.2k 58.73
2022-03-31 $217k 3.1k 70.92
2021-12-31 $233k 3.1k 76.24
2020-12-31 $49k 916 53.49
2020-09-30 $47k 458 102.62

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

View all positions for Planned Solutions

Top funds holding iShares Cohen & Steers Realty Maj.

Jpmorgan Chase & Co
Bank of America Corporation
Cullen Frost Bankers
M^T Bank Corporation
Kestra Advisory Services
Raymond James Financial Services Advisors
Connecticut Wealth Management
Creative Planning
Wells Fargo & Company
Royal Bank of Canada
LBMC Investment Advisors
Amg National Trust Bank
Foundations Investment Advisors
Advisor Group Holdings
Gyl Financial Synergies

View all funds holding iShares Cohen & Steers Realty Maj.