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True Wealth Design’s ICL Group ICL Stock Holding History

True Wealth Design’s Portfolio ICL Stock Details ICL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.36K Buy
470
+426
+968% +$2.28K ﹤0.01% 1616
2026
Q2 		$220 Sell
44
-339
-89% -$1.93K ﹤0.01% 2431
2026
Q1 		$1.98K Sell
383
-380
-50% -$2.03K ﹤0.01% 1544
2025
Q4 		$4.39K Buy
763
+662
+655% +$3.83K ﹤0.01% 1139
2025
Q3 		$633 Buy
+101
New +$649 ﹤0.01% 1932

Other funds holding ICL

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's ICL Position: Q3 2026 in Review

True Wealth Design increased its ICL Group (ICL) stake by 968% in Q3 2026, buying an estimated $2.28K and bringing the position to 470 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

True Wealth Design first reported a position in ICL in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.39K in Q4 2025. 17 funds tracked by Wall St. Rank hold ICL as of Q3 2026.

  • True Wealth Design held 470 shares of ICL Group worth $2.36K as of Q3 2026.
  • True Wealth Design bought 426 ICL Group shares in Q3 2026, an estimated $2.28K.
  • ICL Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1616 holding.
  • True Wealth Design first reported a position in ICL Group in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's ICL Group position peaked at $4.39K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held ICL Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.