ICF ISHARES COHEN & STEERS RLTY

Ownership history in VERITY Wealth Advisors  ·  30 quarters on record

AI Ownership Summary

VERITY Wealth Advisors reported ISHARES COHEN & STEERS RLTY (ICF) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2023 Q4. The latest visible filing shows ICF at 0.55% 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 VERITY Wealth Advisors's position in ISHARES COHEN & STEERS RLTY, 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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2023 Q4

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 VERITY Wealth Advisors held ICF — position size vs. price
% of Fund (quarterly)    ICF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,283 +22 +0.2% 0.55% $822K 2026-04-09 $65.05
2025 Q4 ADDED 13,261 +82 +0.6% 0.49% $791K 2026-01-07 $59.16
2025 Q3 ADDED 13,179 +46 +0.4% 0.51% $812K 2025-10-17 $61.03
2025 Q2 ADDED 13,133 +42 +0.3% 0.54% $803K 2025-08-08 $58.65
2025 Q1 ADDED 13,091 +129 +1.0% 0.60% $805K 2025-04-22 $58.01
2024 Q4 ADDED 12,962 +59 +0.5% 0.56% $781K 2025-02-07 $59.73
2024 Q3 ADDED 12,903 +60 +0.5% 0.60% $850K 2024-10-03 $62.14
2024 Q2 ADDED 12,843 +31 +0.2% 0.55% $736K 2024-08-02 $59.03
2024 Q1 ADDED 12,812 +30 +0.2% 0.57% $739K 2024-04-05 $53.08
2023 Q4 ADDED 12,782 +3,106 +32.1% 0.65% $751K 2024-01-04 $54.77
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VERITY Wealth Advisors and ICF

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

How long has VERITY Wealth Advisors reported owning ICF?

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

What was the largest reported ICF position in VERITY Wealth Advisors's portfolio?

The largest reported portfolio weight for ICF was 0.65% in 2023 Q4.

What is the latest reported ICF position on this page?

The most recent filing on this page is 2026 Q1, when VERITY Wealth Advisors reported 13,283 shares, equal to 0.55% of portfolio, with an estimated market value of $822K.

What does the chart on this ICF ownership page compare?

The chart compares VERITY Wealth Advisors'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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