IWA
ETN icon

Icon Wealth Advisors’s Eaton ETN Stock Holding History

Icon Wealth Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.75M Buy
13,485
+724
+6% +$292K 0.35% 53
2026
Q1 		$5.24M Sell
12,761
-3,972
-24% -$1.41M 0.34% 51
2025
Q4 		$5.38M Buy
16,733
+2,490
+17% +$882K 0.36% 55
2025
Q3 		$5.33M Sell
14,243
-239
-2% -$86.9K 0.36% 57
2025
Q2 		$5.17M Buy
14,482
+2,536
+21% +$781K 0.37% 58
2025
Q1 		$3.25M Sell
11,946
-2,065
-15% -$643K 0.27% 70
2024
Q4 		$4.65M Buy
14,011
+524
+4% +$184K 0.38% 54
2024
Q3 		$4.47M Sell
13,487
-697
-5% -$213K 0.37% 56
2024
Q2 		$4.32M Sell
14,184
-1,175
-8% -$379K 0.38% 55
2024
Q1 		$4.8M Sell
15,359
-738
-5% -$202K 0.45% 46
2023
Q4 		$3.88M Buy
+16,097
New +$3.55M 0.4% 51
2022
Q4 		$4.47M Buy
28,484
+4,108
+17% +$630K 0.51% 50
2022
Q3 		$3.25M Buy
+24,376
New +$3.41M 0.39% 62

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Icon Wealth Advisors's ETN Position: Q2 2026 in Review

Icon Wealth Advisors increased its Eaton (ETN) stake by 5.7% in Q2 2026, buying an estimated $292K and bringing the position to 13,485 shares worth $5.75M. The position accounts for 0.35% of the portfolio, ranked #53.

Icon Wealth Advisors first reported a position in ETN in Q3 2022 and has held it in 13 quarters since. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Icon Wealth Advisors held 13,485 shares of Eaton worth $5.75M as of Q2 2026.
  • Icon Wealth Advisors bought 724 Eaton shares in Q2 2026, an estimated $292K.
  • Eaton made up 0.35% of Icon Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Icon Wealth Advisors first reported a position in Eaton in Q3 2022 and has held it in 13 quarters since.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.