IWA
SECU

Icon Wealth Advisors’s iShares Securitized Income Active ETF SECU Stock Holding History

Icon Wealth Advisors’s Portfolio SECU Stock Details SECU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Sell
4,167
-884
-18% -$44K 0.01% 403
2026
Q1 		$252K Buy
+5,051
New +$253K 0.02% 349

Other funds holding SECU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Wealth Advisors's SECU Position: Q2 2026 in Review

Icon Wealth Advisors reduced its iShares Securitized Income Active ETF (SECU) stake by 18% in Q2 2026, selling an estimated $44K and leaving 4,167 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #403.

Icon Wealth Advisors first reported a position in SECU in Q1 2026 and has held it in 2 quarters since. The position peaked at $252K in Q1 2026. 108 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • Icon Wealth Advisors held 4,167 shares of iShares Securitized Income Active ETF worth $208K as of Q2 2026.
  • Icon Wealth Advisors sold 884 iShares Securitized Income Active ETF shares in Q2 2026, an estimated $44K.
  • iShares Securitized Income Active ETF made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #403 holding.
  • Icon Wealth Advisors first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Icon Wealth Advisors's iShares Securitized Income Active ETF position peaked at $252K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.