Icon Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$104K	Buy
2025 Q1	–	Sell
2024 Q4	$186K	Buy
2024 Q3	–	Sell
2024 Q2	$173K	Sell
2024 Q1	$264K	Buy
2023 Q4	$140K	Buy
2022 Q4	$811K	Sell
2022 Q3	$772K	Buy