MWM
ICLR icon

Mission Wealth Management’s Icon ICLR Stock Holding History

Mission 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
-1,065
Closed -$223K – 687
2024
Q4 		$223K Sell
1,065
-16
-1% -$3.74K 0.01% 602
2024
Q3 		$311K Buy
1,081
+16
+2% +$5.04K 0.01% 542
2024
Q2 		$334K Buy
1,065
+2
+0.2% +$627 0.01% 512
2024
Q1 		$357K Hold
1,063
– – 0.01% 517
2023
Q4 		$301K Hold
1,063
– – 0.01% 469
2023
Q3 		$262K Sell
1,063
-1
-0.1% -$252 0.01% 465
2023
Q2 		$266K Buy
1,064
+1
+0.1% +$212 0.01% 460
2023
Q1 		$227K Hold
1,063
– – 0.01% 482
2022
Q4 		$206K Buy
+1,063
New +$211K 0.01% 485
2022
Q1 		– Sell
-807
Closed -$250K – 552
2021
Q4 		$250K Buy
+807
New +$226K 0.01% 471

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 $61.3B 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 $653B AUM 32.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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