IWA
TRI icon

Icon Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Icon Wealth Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,024
Closed -$209K – 551
2025
Q2 		$209K Sell
1,024
-21
-2% -$4K 0.01% 363
2025
Q1 		$183K Sell
1,045
-406
-28% -$70.1K 0.02% 371
2024
Q4 		$236K Sell
1,451
-13
-0.9% -$2.19K 0.02% 344
2024
Q3 		$254K Buy
1,464
+256
+21% +$43.2K 0.02% 318
2024
Q2 		$199K Sell
1,208
-347
-22% -$57.5K 0.02% 333
2024
Q1 		$246K Sell
1,555
-119
-7% -$18.5K 0.02% 312
2023
Q4 		$249K Buy
+1,674
New +$226K 0.03% 293
2022
Q4 		$282K Sell
2,348
-345
-13% -$39.8K 0.03% 260
2022
Q3 		$291K Buy
+2,693
New +$312K 0.04% 246

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return