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

Inspirion Wealth Advisors’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	$202K	Hold	10,022	–	–	0.02%	182
2026 Q1	$183K	Hold	10,022	–	–	0.02%	173
2025 Q4	$165K	Hold	10,022	–	–	0.02%	166
2025 Q3	$147K	Hold	10,022	–	–	0.02%	148
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%	-$49.3K	0.03%	134
2023 Q3	$198K	Hold	13,528	–	–	0.04%	131
2023 Q2	$249K	Buy	13,528 +47	+0.3%	+$884	0.05%	121
2023 Q1	$267K	Hold	13,481	–	–	0.05%	117
2022 Q4	$268K	Buy	13,481 +3,459	+35%	+$68K	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%	+$501	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	+$90.9K	0.05%	70

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Inspirion Wealth Advisors's ICLN Position: Q2 2026 in Review

Inspirion Wealth Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 10,022 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #182.

Inspirion Wealth Advisors first reported a position in ICLN in Q4 2017 and has held it in 35 quarters since. The position peaked at $282K in Q4 2020. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Inspirion Wealth Advisors held 10,022 shares of iShares Global Clean Energy ETF worth $202K as of Q2 2026.
Inspirion Wealth Advisors left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #182 holding.
Inspirion Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2017 and has held it in 35 quarters since.
Inspirion Wealth Advisors's iShares Global Clean Energy ETF position peaked at $282K in Q4 2020.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.