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iShares Cohen & Steers Realty Maj. shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management investment in iShares Cohen & Steers Realty Maj.

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All positions including iShares Cohen & Steers Realty Maj. held by Tolleson Wealth Management 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $552k 9.4k 58.69
2023-09-30 $477k 9.4k 50.71
2023-06-30 $523k 9.4k 55.60
2023-03-31 $522k 9.4k 55.50
2022-12-31 $516k 9.4k 54.86
2022-09-30 $818k 15k 53.65
2022-06-30 $976k 16k 60.78
2022-03-31 $1.1M 16k 71.00
2021-12-31 $1.3M 17k 76.07
2021-09-30 $1.1M 17k 65.45
2021-06-30 $1.1M 17k 65.33
2021-03-31 $952k 17k 57.80
2020-12-31 $887k 17k 53.85
2020-09-30 $840k 8.2k 101.99
2020-06-30 $2.2M 22k 100.89
2020-03-31 $1.9M 21k 91.57
2019-12-31 $2.4M 21k 116.99
2019-09-30 $2.5M 21k 120.01

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

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
Creative Planning
Wells Fargo & Company
Royal Bank of Canada
Connecticut Wealth Management
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.