Integrated Wealth Concepts’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
27,262
+8,592
| +46% | +$1.25M | 0.04% | 392 |
|
|
2025
Q1 | $3.27M | Buy |
18,670
+16,911
| +961% | +$2.96M | 0.04% | 434 |
|
|
2024
Q4 | $369K | Sell |
1,759
-199
| -10% | -$41.7K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $562K | Sell |
1,958
-52
| -3% | -$14.9K | 0.01% | 1033 |
|
|
2024
Q2 | $630K | Buy |
2,010
+106
| +6% | +$33.2K | 0.01% | 954 |
|
|
2024
Q1 | $640K | Sell |
1,904
-24
| -1% | -$8.06K | 0.01% | 940 |
|
|
2023
Q4 | $546K | Sell |
1,928
-182
| -9% | -$51.5K | 0.01% | 961 |
|
|
2023
Q3 | $520K | Sell |
2,110
-177
| -8% | -$43.6K | 0.01% | 973 |
|
|
2023
Q2 | $572K | Buy |
+2,287
| New | +$572K | 0.01% | 929 |
|