Institute for Wealth Management’s Icon ICLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,144	Closed	-$240K	–	535
2024 Q4	$240K	Buy	+1,144	New	+$240K	0.03%	448
2022 Q2	–	Sell	-825	Closed	-$201K	–	544
2022 Q1	$201K	Buy	825 +152	+23%	+$37K	0.03%	511
2021 Q4	$208K	Buy	+673	New	+$208K	0.03%	465