IWA
Icon Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
6,294
-9
| -0.1% | -$5.19K | 0.26% | 70 |
|
|
2025
Q1 | $3.56M | Buy |
6,303
+43
| +0.7% | +$24.3K | 0.29% | 65 |
|
|
2024
Q4 | $3.76M | Buy |
6,260
+100
| +2% | +$60K | 0.31% | 63 |
|
|
2024
Q3 | $3.59M | Buy |
6,160
+2,168
| +54% | +$1.26M | 0.3% | 63 |
|
|
2024
Q2 | $2.16M | Buy |
+3,992
| New | +$2.16M | 0.19% | 88 |
|