IWA
XLV icon

Icon Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Icon Wealth Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Hold
1,880
– – 0.02% 334
2025
Q4 		$291K Sell
1,880
-144
-7% -$21.6K 0.02% 328
2025
Q3 		$282K Hold
2,024
– – 0.02% 321
2025
Q2 		$273K Hold
2,024
– – 0.02% 323
2025
Q1 		$296K Hold
2,024
– – 0.02% 291
2024
Q4 		$278K Sell
2,024
-382
-16% -$55.9K 0.02% 314
2024
Q3 		$371K Buy
+2,406
New +$365K 0.03% 255
2024
Q2 		– Sell
-2,503
Closed -$370K – 505
2024
Q1 		$370K Buy
2,503
+170
+7% +$24.4K 0.03% 241
2023
Q4 		$318K Buy
+2,333
New +$303K 0.03% 259
2022
Q4 		$357K Buy
2,625
+226
+9% +$29.9K 0.04% 224
2022
Q3 		$291K Buy
+2,399
New +$309K 0.04% 247

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return