IWA
ARES icon

Icon Wealth Advisors’s Ares Management ARES Stock Holding History

Icon Wealth Advisors’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
1,391
+18
+1% +$3.12K 0.02% 344
2025
Q1 		$201K Buy
1,373
+364
+36% +$53.4K 0.02% 353
2024
Q4 		$179K Buy
1,009
+239
+31% +$42.3K 0.01% 393
2024
Q3 		$120K Buy
+770
New +$120K 0.01% 440