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iShares Cohen & Steers Realty Maj. shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners investment in iShares Cohen & Steers Realty Maj.

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All positions including iShares Cohen & Steers Realty Maj. held by Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $548k 9.2k 59.67
2025-09-30 $413k 6.7k 61.62
2025-06-30 $496k 8.1k 61.16
2021-03-31 $24k 408 58.82
2020-03-31 $9.0k 95 94.74
2019-12-31 $14k 123 113.82
2019-09-30 $15k 123 121.95
2019-06-30 $27k 239 112.97
2019-03-31 $27k 239 112.97
2018-12-31 $9.0k 95 94.74
2018-09-30 $10k 95 105.26
2018-06-30 $9.0k 95 94.74
2018-03-31 $7.0k 74 94.59
2017-12-31 $7.0k 74 94.59
2017-09-30 $7.0k 74 94.59

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding iShares Cohen & Steers Realty Maj.

Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Raymond James Financial
Cetera Investment Advisers
Foundations Investment Advisors
Royal Bank of Canada
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

View all funds holding iShares Cohen & Steers Realty Maj.