Icon Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$892K	Buy
2025 Q1	$546K	Buy
2024 Q4	$356K	Sell
2024 Q3	$356K	Buy
2024 Q2	–	Sell
2024 Q1	$352K	Hold
2023 Q4	$314K	Buy
2022 Q4	$347K	Buy
2022 Q3	$287K	Buy