IWM
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IHT Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

IHT Wealth Management’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Buy
35,127
+6,414
+22% +$133K 0.02% 707
2026
Q1 		$525K Sell
28,713
-4,685
-14% -$85.3K 0.01% 808
2025
Q4 		$549K Sell
33,398
-8,345
-20% -$139K 0.01% 726
2025
Q3 		$646K Buy
41,743
+1,254
+3% +$17.8K 0.02% 657
2025
Q2 		$531K Sell
40,489
-81
-0.2% -$993 0.01% 682
2025
Q1 		$463K Buy
40,570
+16,775
+70% +$191K 0.01% 698
2024
Q4 		$271K Sell
23,795
-77,317
-76% -$978K 0.01% 887
2024
Q3 		$1.49M Buy
101,112
+65,641
+185% +$925K 0.04% 392
2024
Q2 		$472K Buy
35,471
+114
+0.3% +$1.6K 0.02% 654
2024
Q1 		$494K Buy
35,357
+706
+2% +$9.95K 0.02% 644
2023
Q4 		$540K Sell
34,651
-13,461
-28% -$189K 0.02% 574
2023
Q3 		$703K Buy
48,112
+5,683
+13% +$95.4K 0.04% 448
2023
Q2 		$781K Buy
42,429
+1,495
+4% +$28.1K 0.04% 402
2023
Q1 		$810K Sell
40,934
-1,131
-3% -$22.4K 0.05% 354
2022
Q4 		$835K Buy
42,065
+1,073
+3% +$21.1K 0.05% 343
2022
Q3 		$783K Buy
40,992
+108
+0.3% +$2.3K 0.06% 336
2022
Q2 		$779K Buy
40,884
+1,493
+4% +$29.1K 0.07% 285
2022
Q1 		$848K Buy
39,391
+255
+0.7% +$4.99K 0.06% 285
2021
Q4 		$829K Sell
39,136
-5,318
-12% -$122K 0.06% 304
2021
Q3 		$962K Sell
44,454
-13,627
-23% -$311K 0.08% 257
2021
Q2 		$1.36M Buy
58,081
+13,924
+32% +$318K 0.09% 253
2021
Q1 		$1.07M Sell
44,157
-16,427
-27% -$460K 0.08% 257
2020
Q4 		$1.71M Buy
60,584
+6,132
+11% +$138K 0.14% 157
2020
Q3 		$1.01M Buy
54,452
+17,593
+48% +$275K 0.1% 208
2020
Q2 		$461K Buy
36,859
+1,782
+5% +$20.1K 0.06% 306
2020
Q1 		$335K Buy
+35,077
New +$415K 0.05% 360
2018
Q2 		– Sell
-2,294
Closed -$22K – 855
2018
Q1 		$22K Buy
2,294
+637
+38% +$6.03K 0.01% 941
2017
Q4 		$16K Buy
+1,657
New +$15.1K ﹤0.01% 1049

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

IHT Wealth Management's ICLN Position: Q2 2026 in Review

IHT Wealth Management increased its iShares Global Clean Energy ETF (ICLN) stake by 22% in Q2 2026, buying an estimated $133K and bringing the position to 35,127 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #707.

IHT Wealth Management first reported a position in ICLN in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.71M in Q4 2020. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • IHT Wealth Management held 35,127 shares of iShares Global Clean Energy ETF worth $720K as of Q2 2026.
  • IHT Wealth Management bought 6,414 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $133K.
  • iShares Global Clean Energy ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #707 holding.
  • IHT Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2017 and has held it in 28 quarters since.
  • IHT Wealth Management's iShares Global Clean Energy ETF position peaked at $1.71M in Q4 2020.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.