IWA
Icon Wealth Advisors’s DoubleVerify DV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,312
| Closed | -$102K | – | 489 |
|
|
2024
Q4 | $102K | Buy |
+5,312
| New | +$102K | 0.01% | 501 |
|
|
2024
Q3 | – | Sell |
-8,381
| Closed | -$177K | – | 482 |
|
|
2024
Q2 | $177K | Sell |
8,381
-1,662
| -17% | -$35.1K | 0.02% | 351 |
|
|
2024
Q1 | $353K | Sell |
10,043
-848
| -8% | -$29.8K | 0.03% | 252 |
|
|
2023
Q4 | $401K | Buy |
+10,891
| New | +$401K | 0.04% | 222 |
|