Icon Wealth Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$115K	Buy	+604	New	+$115K	0.01%	477
2025 Q1	–	Sell	-604	Closed	-$114K	–	535
2024 Q4	$114K	Buy	+604	New	+$114K	0.01%	480