IWA
BALI icon

Icon Wealth Advisors’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Icon Wealth Advisors’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$192K Buy
6,384
+364
+6% +$11K 0.01% 375
2025
Q1 		$173K Buy
6,020
+59
+1% +$1.7K 0.01% 387
2024
Q4 		$180K Buy
+5,961
New +$180K 0.01% 390