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Ishares Tr liquid inc etf shares owned by Rochester Wealth Strategies

Quarter-by-quarter ownership of Ishares Tr liquid inc etf (ICSH) shares owned by Rochester Wealth Strategies from 13F filings

Historical chart of Rochester Wealth Strategies investment in Ishares Tr liquid inc etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr liquid inc etf held by Rochester Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr liquid inc etf by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 134k 50.75
2025-06-30 $5.8M 114k 50.71
2025-03-31 $6.6M 130k 50.70

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Rochester Wealth Strategies

Top funds holding Ishares Tr liquid inc etf

FMR
UBS Group
Wealth Enhancement Advisory Services
LPL Financial
Foster Dykema Cabot & Partners
Donaldson Capital Management
Colony
Temasek Holdings
Royal Bank of Canada
Raymond James Financial
Winthrop Advisory Group
Mariner Wealth Advisors
Diversified Portfolios
BlackRock
Acorns Advisers

View all funds holding Ishares Tr liquid inc etf