Icon Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$829K	Buy	45,947 +6,459	+16%	+$116K	0.05%	193
2025 Q4	$711K	Sell	39,488 -7,999	-17%	-$147K	0.05%	218
2025 Q3	$920K	Buy	47,487 +1,039	+2%	+$20.9K	0.06%	188
2025 Q2	$932K	Buy	46,448 +8,248	+22%	+$160K	0.07%	178
2025 Q1	$755K	Buy	38,200 +3,200	+9%	+$62.9K	0.06%	171
2024 Q4	$663K	Sell	35,000 -2,100	-6%	-$41.6K	0.05%	182
2024 Q3	$756K	Buy	37,100 +500	+1%	+$9.98K	0.06%	167
2024 Q2	$730K	Buy	36,600 +3,100	+9%	+$60.4K	0.06%	166
2024 Q1	$681K	Buy	33,500 +400	+1%	+$8.1K	0.06%	171
2023 Q4	$696K	Buy	+33,100	New	+$650K	0.07%	153
2022 Q4	$249K	Hold	13,600	–	–	0.03%	277
2022 Q3	$248K	Buy	+13,600	New	+$308K	0.03%	270