IAAG
ICLR icon

Innovative Asset Advisors Group’s Icon ICLR Stock Holding History

Innovative Asset Advisors Group’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19
Closed -$2.1K – 623
2026
Q1 		$2.1K Buy
+19
New +$2.6K ﹤0.01% 894

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Innovative Asset Advisors Group's ICLR Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Icon (ICLR) in Q2 2026, closing a stake of 19 shares — an estimated $2.1K sold.

Innovative Asset Advisors Group first reported a position in ICLR in Q1 2026 and held it in 1 quarter. The position peaked at $2.1K in Q1 2026. 392 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 19 Icon shares in Q2 2026, an estimated $2.1K.
  • Innovative Asset Advisors Group first reported a position in Icon in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Icon position peaked at $2.1K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.