Iams Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,200
Closed -$552K 179
2025
Q1
$552K Hold
3,200
0.25% 109
2024
Q4
$477K Buy
+3,200
New +$477K 0.22% 113