Iams Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Iams Wealth Management’s Portfolio ICE Stock Details ICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$507K	0.22%	113

Other funds holding ICE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Iams Wealth Management's ICE Position: Q2 2025 in Review

Iams Wealth Management sold out of Intercontinental Exchange (ICE) in Q2 2025, closing a stake of 3,200 shares — an estimated $552K sold.

Iams Wealth Management first reported a position in ICE in Q4 2024 and held it in 2 quarters. The position peaked at $552K in Q1 2025. 1,708 funds tracked by Wall St. Rank hold ICE as of Q2 2025.

Iams Wealth Management reported no remaining Intercontinental Exchange position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 3,200 Intercontinental Exchange shares in Q2 2025, an estimated $552K.
Iams Wealth Management first reported a position in Intercontinental Exchange in Q4 2024 and held it in 2 quarters.
Iams Wealth Management's Intercontinental Exchange position peaked at $552K in Q1 2025.
1,708 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.