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 Q3	$170K	Hold	10,022	–	–	0.02%	182
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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Inspirion Wealth Advisors's ICLN Position: Q3 2026 in Review

Inspirion Wealth Advisors held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2026 at 10,022 shares worth $170K. 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 36 quarters since. The position peaked at $282K in Q4 2020. 22 funds tracked by Wall St. Rank hold ICLN as of Q3 2026.

Inspirion Wealth Advisors held 10,022 shares of iShares Global Clean Energy ETF worth $170K as of Q3 2026.
Inspirion Wealth Advisors left its iShares Global Clean Energy ETF share count unchanged in Q3 2026.
iShares Global Clean Energy ETF made up 0.02% of Inspirion Wealth Advisors's portfolio in Q3 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 36 quarters since.
Inspirion Wealth Advisors's iShares Global Clean Energy ETF position peaked at $282K in Q4 2020.
22 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.