Icon Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Icon Wealth Advisors’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,530	Closed	-$336K	–	537
2024 Q4	$336K	Hold	5,530	–	–	0.03%	282
2024 Q3	$319K	Hold	5,530	–	–	0.03%	286
2024 Q2	$327K	Hold	5,530	–	–	0.03%	269
2024 Q1	$252K	Hold	5,530	–	–	0.02%	305
2023 Q4	$281K	Buy	+5,530	New	+$224K	0.03%	271
2022 Q4	$330K	Buy	5,496 +31	+0.6%	+$1.97K	0.04%	239
2022 Q3	$336K	Buy	+5,465	New	+$377K	0.04%	223

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Icon Wealth Advisors's IBTX Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 5,530 shares — an estimated $336K sold.

Icon Wealth Advisors first reported a position in IBTX in Q3 2022 and held it in 7 quarters. The position peaked at $336K in Q3 2022. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Icon Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Icon Wealth Advisors sold 5,530 Independent Bank Group, Inc. shares in Q1 2025, an estimated $336K.
Icon Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q3 2022 and held it in 7 quarters.
Icon Wealth Advisors's Independent Bank Group, Inc. position peaked at $336K in Q3 2022.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.