IWA
Icon Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
10,735
+7,565
| +239% | +$303K | 0.03% | 266 |
|
|
2025
Q1 | $115K | Hold |
3,170
| – | – | 0.01% | 456 |
|
|
2024
Q4 | $105K | Hold |
3,170
| – | – | 0.01% | 497 |
|
|
2024
Q3 | $118K | Buy |
+3,170
| New | +$118K | 0.01% | 442 |
|
|
2024
Q2 | – | Sell |
-3,170
| Closed | -$113K | – | 459 |
|
|
2024
Q1 | $113K | Hold |
3,170
| – | – | 0.01% | 448 |
|
|
2023
Q4 | $107K | Buy |
+3,170
| New | +$107K | 0.01% | 418 |
|