IWA
WK icon

Icon Wealth Advisors’s Workiva WK Stock Holding History

Icon Wealth Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,434
Closed -$109K – 537
2025
Q1 		$109K Sell
1,434
-1,472
-51% -$139K 0.01% 465
2024
Q4 		$318K Sell
2,906
-214
-7% -$19.7K 0.03% 291
2024
Q3 		$247K Sell
3,120
-1,454
-32% -$109K 0.02% 320
2024
Q2 		$337K Sell
4,574
-1,012
-18% -$79.6K 0.03% 266
2024
Q1 		$474K Sell
5,586
-563
-9% -$50.7K 0.04% 218
2023
Q4 		$624K Buy
+6,149
New +$593K 0.07% 166
2022
Q4 		$545K Sell
6,494
-506
-7% -$39.2K 0.06% 181
2022
Q3 		$545K Buy
+7,000
New +$478K 0.07% 179

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return