Icon Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$157K	Buy	+784	New	+$157K	0.02%	318
2022 Q2	–	Hold	0	–	–	–	326
2022 Q1	–	Hold	0	–	–	–	346