IWA
Icon Wealth Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
8,584
+3,363
| +64% | +$175K | 0.03% | 259 |
|
|
2025
Q1 | $270K | Sell |
5,221
-6,864
| -57% | -$355K | 0.02% | 299 |
|
|
2024
Q4 | $626K | Sell |
12,085
-392
| -3% | -$20.3K | 0.05% | 186 |
|
|
2024
Q3 | $648K | Sell |
12,477
-173
| -1% | -$8.99K | 0.05% | 185 |
|
|
2024
Q2 | $658K | Buy |
+12,650
| New | +$658K | 0.06% | 175 |
|