DWM
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Diversify Wealth Management’s Icon ICLR Stock Holding History

Diversify Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,464
Closed -$319K – 526
2024
Q4 		$319K Sell
1,464
-640
-30% -$140K 0.02% 423
2024
Q3 		$591K Sell
2,104
-180
-8% -$50.5K 0.06% 285
2024
Q2 		$709K Buy
+2,284
New +$709K 0.09% 209