IWA
Icon Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
5,872
+163
| +3% | +$13.2K | 0.03% | 251 |
|
|
2025
Q1 | $409K | Hold |
5,709
| – | – | 0.03% | 240 |
|
|
2024
Q4 | $403K | Hold |
5,709
| – | – | 0.03% | 250 |
|
|
2024
Q3 | $413K | Buy |
+5,709
| New | +$413K | 0.03% | 235 |
|
|
2024
Q2 | – | Sell |
-6,302
| Closed | -$421K | – | 438 |
|
|
2024
Q1 | $421K | Hold |
6,302
| – | – | 0.04% | 229 |
|
|
2023
Q4 | $404K | Buy |
+6,302
| New | +$404K | 0.04% | 221 |
|
|
2022
Q4 | $411K | Hold |
7,168
| – | – | 0.05% | 210 |
|
|
2022
Q3 | $383K | Buy |
+7,168
| New | +$383K | 0.05% | 207 |
|