IWA
Icon Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,703
| Closed | -$112K | – | 522 |
|
|
2024
Q4 | $112K | Hold |
1,703
| – | – | 0.01% | 485 |
|
|
2024
Q3 | $120K | Hold |
1,703
| – | – | 0.01% | 439 |
|
|
2024
Q2 | $119K | Hold |
1,703
| – | – | 0.01% | 405 |
|
|
2024
Q1 | $113K | Hold |
1,703
| – | – | 0.01% | 446 |
|
|
2023
Q4 | $104K | Buy |
+1,703
| New | +$104K | 0.01% | 425 |
|