IFWM
ICLR icon

Institute for Wealth Management’s Icon ICLR Stock Holding History

Institute for Wealth Management’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
2025
Q1 		– Sell
-1,144
Closed -$240K – 538
2024
Q4 		$240K Buy
+1,144
New +$267K 0.03% 449
2022
Q2 		– Sell
-825
Closed -$201K – 548
2022
Q1 		$201K Buy
825
+152
+23% +$38.1K 0.03% 515
2021
Q4 		$208K Buy
+673
New +$188K 0.03% 465

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Institute for Wealth Management's ICLR Position: Q1 2025 in Review

Institute for Wealth Management sold out of Icon (ICLR) in Q1 2025, closing a stake of 1,144 shares — an estimated $240K sold.

Institute for Wealth Management first reported a position in ICLR in Q4 2021 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 560 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Institute for Wealth Management reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,144 Icon shares in Q1 2025, an estimated $240K.
  • Institute for Wealth Management first reported a position in Icon in Q4 2021 and held it in 3 quarters.
  • Institute for Wealth Management's Icon position peaked at $240K in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.