BRWA
ICLR icon

B. Riley Wealth Advisors’s Icon ICLR Stock Holding History

B. Riley Wealth Advisors’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,273
Closed -$267K – 1366
2024
Q4 		$267K Sell
1,273
-117
-8% -$27.3K 0.01% 915
2024
Q3 		$402K Sell
1,390
-58
-4% -$18.3K 0.01% 831
2024
Q2 		$454K Sell
1,448
-543
-27% -$170K 0.01% 861
2024
Q1 		$490K Buy
1,991
+625
+46% +$184K 0.01% 801
2023
Q4 		$387K Sell
1,366
-625
-31% -$162K 0.01% 945
2023
Q3 		$490K Buy
1,991
+681
+52% +$172K 0.01% 801
2023
Q2 		$328K Sell
1,310
-151
-10% -$32.1K 0.01% 1075
2023
Q1 		$312K Buy
1,461
+373
+34% +$83K 0.01% 1047
2022
Q4 		$211K Sell
1,088
-190
-15% -$37.7K 0.01% 1228
2022
Q3 		$237K Sell
1,278
-88
-6% -$19.2K 0.01% 1143
2022
Q2 		$299K Buy
1,366
+125
+10% +$28K 0.01% 884
2022
Q1 		$304K Buy
1,241
+22
+2% +$5.51K 0.01% 999
2021
Q4 		$378K Buy
1,219
+178
+17% +$49.8K 0.01% 955
2021
Q3 		$265K Buy
+1,041
New +$253K 0.01% 1105
2015
Q1 		– Sell
-259
Closed -$13K – 1222
2014
Q4 		$13K Buy
+259
New +$14K ﹤0.01% 2735

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

B. Riley Wealth Advisors's ICLR Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Icon (ICLR) in Q1 2025, closing a stake of 1,273 shares — an estimated $267K sold.

B. Riley Wealth Advisors first reported a position in ICLR in Q4 2014 and held it in 15 quarters. The position peaked at $490K in Q1 2024. 561 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,273 Icon shares in Q1 2025, an estimated $267K.
  • B. Riley Wealth Advisors first reported a position in Icon in Q4 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Icon position peaked at $490K in Q1 2024.
  • 561 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.