Icon Wealth Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Icon Wealth Partners’s Portfolio SIZE Stock Details SIZE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$111K	Hold
2023 Q2	$116K	Hold
2023 Q1	$112K	Buy
2020 Q2	–	Sell
2020 Q1	$2.78M	Sell
2019 Q4	$6.1M	Buy