Icon Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$418K	Buy
2025 Q1	$398K	Sell
2024 Q4	$414K	Sell
2024 Q3	$424K	Buy
2024 Q2	$410K	Buy
2024 Q1	$402K	Buy
2023 Q4	$373K	Buy
2022 Q4	$349K	Hold
2022 Q3	$318K	Buy