Icon Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$597K	Buy
2025 Q2	$582K	Buy
2025 Q1	$493K	Hold
2024 Q4	$531K	Sell
2024 Q3	$494K	Buy
2024 Q2	$467K	Hold
2024 Q1	$480K	Buy
2023 Q4	$440K	Buy
2022 Q4	$354K	Hold
2022 Q3	$332K	Buy