ICF β€” ISHARES COHEN & STEERS REIT ETF

Ownership history in Horizons Wealth Management  Β·  16 quarters on record

AI Ownership Summary

Horizons Wealth Management reported ISHARES COHEN & STEERS REIT ETF (ICF) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.76% in 2024 Q3. The latest visible filing shows ICF at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ICF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management's position in ISHARES COHEN & STEERS REIT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ICF was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Horizons Wealth Management held ICF β€” position size vs. price
% of Fund (quarterly)    ICF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,066 -1,895 -13.6% 0.49% $747K 2026-05-15 (Est.) $63.23
2025 Q4 REDUCED 13,961 -445 -3.1% 0.55% $833K 2026-01-05 $59.47
2025 Q3 REDUCED 14,406 -305 -2.1% 0.60% $888K 2025-10-03 $60.68
2025 Q2 ADDED 14,711 +601 +4.3% 0.64% $900K 2025-07-07 $59.90
2025 Q1 REDUCED 14,110 -71 -0.5% 0.65% $868K 2025-04-10 $55.04
2024 Q4 REDUCED 14,181 -771 -5.2% 0.65% $855K 2025-01-07 $57.31
2024 Q3 REDUCED 14,952 -348 -2.3% 0.76% $985K 2024-10-08 $61.40
2024 Q2 REDUCED 15,300 -15 -0.1% 0.73% $921K 2024-07-22 $57.92
2024 Q1 UNCHANGED 15,315 β€” 0% 0.59% $899K 2024-04-03 $53.13
2023 Q4 REDUCED 15,315 -4,192 -21.5% 0.59% $899K 2024-01-08 $55.41
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ICF

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.0% Investors Research Corp 3Y 7Y 0.0%

FAQ About Horizons Wealth Management and ICF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizons Wealth Management reported owning ICF?

Horizons Wealth Management reported ICF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ICF position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for ICF was 0.76% in 2024 Q3.

What is the latest reported ICF position on this page?

The most recent filing on this page is 2026 Q1, when Horizons Wealth Management reported 12,066 shares, equal to 0.49% of portfolio, with an estimated market value of $747K.

What does the chart on this ICF ownership page compare?

The chart compares Horizons Wealth Management's quarterly ICF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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