ICF — ISHARES TRUST COHEN STEER REIT ETF

Ownership history in Accel Wealth Management  ·  20 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in ISHARES TRUST COHEN STEER REIT ETF (ICF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2024 Q3)
Avg. % of fund
0.08%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,485 -5,912 -62.9% 0.06% $215K $60.74
2025 Q2 REDUCED 9,397 -1,511 -13.9% 0.19% $575K $59.89
2025 Q1 REDUCED 10,908 -21 -0.2% 0.24% $671K $59.89
2024 Q4 ADDED 10,929 +5 +0.0% 0.25% $659K $58.42
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ICF price (monthly, adj. close)

Other funds also holding ICF

As of 2025 Q4 — sorted by position size

William Howard & Co Financial Advisors Inc 8.06% Brewster Financial Planning LLC 3Y 6.21% IFG Advisors, LLC 3Y 2.34% Ifrah Financial Services, Inc. 3Y 7Y 1.37% Connecticut Wealth Management, LLC 3Y 7Y 1.03% Mine & Arao Wealth Creation & Management, LLC. 3Y 0.94% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.93% Asset Management Group, Inc. 3Y 7Y 0.9% Koss-Olinger Consulting, LLC 3Y 0.88% Mosley Wealth Management 0.83%
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