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iShares Cohen & Steers Realty Maj. shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 21k 61.62
2025-06-30 $1.3M 21k 61.16
2025-03-31 $1.3M 21k 61.53
2024-12-31 $626k 10k 60.26
2024-09-30 $523k 7.9k 65.91

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding iShares Cohen & Steers Realty Maj.

Northwestern Mutual Wealth Management Company
Morgan Stanley
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

View all funds holding iShares Cohen & Steers Realty Maj.