IWA
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Icon Wealth Advisors’s Doximity DOCS Stock Holding History

Icon Wealth Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$135K Sell
2,198
-19
-0.9% -$1.17K 0.01% 445
2025
Q1 		$129K Sell
2,217
-10
-0.4% -$580 0.01% 434
2024
Q4 		$119K Buy
+2,227
New +$119K 0.01% 470