IWA

Inspirion Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$131K	Hold	10,022	–	–	0.02%	154
2025 Q1	$114K	Hold	10,022	–	–	0.02%	153
2024 Q4	$118K	Hold	10,022	–	–	0.02%	148
2024 Q3	$147K	Hold	10,022	–	–	0.02%	150
2024 Q2	$133K	Hold	10,022	–	–	0.02%	145
2024 Q1	$140K	Hold	10,022	–	–	0.02%	145
2023 Q4	$154K	Sell	10,022 -3,506	-26%	-$54K	0.03%	134
2023 Q3	$198K	Hold	13,528	–	–	0.04%	131
2023 Q2	$249K	Buy	13,528 +47	+0.3%	+$865	0.05%	121
2023 Q1	$267K	Hold	13,481	–	–	0.05%	117
2022 Q4	$268K	Buy	13,481 +3,459	+35%	+$68.7K	0.06%	108
2022 Q3	$191K	Hold	10,022	–	–	0.04%	116
2022 Q2	$191K	Hold	10,022	–	–	0.04%	117
2022 Q1	$216K	Hold	10,022	–	–	0.04%	101
2021 Q4	$212K	Hold	10,022	–	–	0.04%	97
2021 Q3	$217K	Buy	10,022 +22	+0.2%	+$476	0.05%	85
2021 Q2	$235K	Hold	10,000	–	–	0.06%	80
2021 Q1	$243K	Hold	10,000	–	–	0.06%	79
2020 Q4	$282K	Hold	10,000	–	–	0.08%	72
2020 Q3	$185K	Hold	10,000	–	–	0.06%	76
2020 Q2	$125K	Hold	10,000	–	–	0.05%	73
2020 Q1	$96K	Hold	10,000	–	–	0.05%	70
2019 Q4	$118K	Hold	10,000	–	–	0.04%	77
2019 Q3	$109K	Hold	10,000	–	–	0.05%	74
2019 Q2	$106K	Hold	10,000	–	–	0.05%	73
2019 Q1	$98K	Hold	10,000	–	–	0.04%	73
2018 Q4	$83K	Hold	10,000	–	–	0.04%	71
2018 Q3	$86K	Hold	10,000	–	–	0.04%	75
2018 Q2	$87K	Hold	10,000	–	–	0.04%	76
2018 Q1	$95K	Hold	10,000	–	–	0.05%	73
2017 Q4	$93K	Buy	+10,000	New	+$93K	0.05%	70