Icon Wealth Advisors’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Icon Wealth Advisors’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$187K	Sell
2025 Q2	$192K	Buy
2025 Q1	$173K	Buy
2024 Q4	$180K	Buy