Investmark Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Investmark Advisory Group’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	$237K	Buy	11,567 +18	+0.2%	+$373	0.09%	131
2026 Q1	$211K	Buy	11,549 +25	+0.2%	+$455	0.09%	130
2025 Q4	$189K	Buy	11,524 +50	+0.4%	+$834	0.08%	133
2025 Q3	$178K	Hold	11,474	–	–	0.08%	132
2025 Q2	$150K	Buy	11,474 +69	+0.6%	+$846	0.07%	127
2025 Q1	$130K	Sell	11,405 -235	-2%	-$2.68K	0.06%	117
2024 Q4	$132K	Buy	11,640 +1,007	+9%	+$12.7K	0.07%	115
2024 Q3	$156K	Sell	10,633 -4,877	-31%	-$68.7K	0.08%	120
2024 Q2	$207K	Buy	15,510 +1,296	+9%	+$18.2K	0.11%	111
2024 Q1	$199K	Hold	14,214	–	–	0.11%	113
2023 Q4	$221K	Buy	14,214 +63	+0.4%	+$886	0.13%	103
2023 Q3	$207K	Hold	14,151	–	–	0.14%	100
2023 Q2	$260K	Buy	14,151 +52	+0.4%	+$978	0.17%	84
2023 Q1	$279K	Hold	14,099	–	–	0.2%	80
2022 Q4	$280K	Buy	14,099 +14	+0.1%	+$275	0.21%	81
2022 Q3	$268K	Hold	14,085	–	–	0.24%	75
2022 Q2	$268K	Sell	14,085 -602	-4%	-$11.7K	0.26%	62
2022 Q1	$316K	Buy	14,687 +2,859	+24%	+$56K	0.33%	59
2021 Q4	$250K	Buy	+11,828	New	+$272K	0.23%	76

Other funds holding ICLN

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Investmark Advisory Group's ICLN Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares Global Clean Energy ETF (ICLN) stake by 0.16% in Q2 2026, buying an estimated $373 and bringing the position to 11,567 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #131.

Investmark Advisory Group first reported a position in ICLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $316K in Q1 2022. 477 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Investmark Advisory Group held 11,567 shares of iShares Global Clean Energy ETF worth $237K as of Q2 2026.
Investmark Advisory Group bought 18 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $373.
iShares Global Clean Energy ETF made up 0.09% of Investmark Advisory Group's portfolio in Q2 2026, its #131 holding.
Investmark Advisory Group first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 19 quarters since.
Investmark Advisory Group's iShares Global Clean Energy ETF position peaked at $316K in Q1 2022.
477 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.