Icon Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$135K	Hold
2025 Q2	$130K	Hold
2025 Q1	$122K	Sell
2024 Q4	$141K	Hold
2024 Q3	$141K	Hold
2024 Q2	$136K	Hold
2024 Q1	$135K	Hold
2023 Q4	$125K	Buy