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

WBH Advisory’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 		$468K Buy
22,823
+2,345
+11% +$48.6K 0.03% 258
2026
Q1 		$374K Sell
20,478
-536
-3% -$9.76K 0.03% 273
2025
Q4 		$345K Buy
21,014
+412
+2% +$6.87K 0.03% 278
2025
Q3 		$319K Sell
20,602
-298
-1% -$4.22K 0.02% 284
2025
Q2 		$274K Sell
20,900
-506
-2% -$6.2K 0.02% 295
2025
Q1 		$244K Buy
21,406
+2,692
+14% +$30.7K 0.02% 295
2024
Q4 		$213K Sell
18,714
-2,070
-10% -$26.2K 0.02% 306
2024
Q3 		$305K Buy
20,784
+100
+0.5% +$1.41K 0.03% 264
2024
Q2 		$276K Sell
20,684
-11,738
-36% -$164K 0.03% 264
2024
Q1 		$453K Sell
32,422
-87
-0.3% -$1.23K 0.05% 223
2023
Q4 		$506K Buy
32,509
+517
+2% +$7.27K 0.06% 207
2023
Q3 		$468K Buy
31,992
+1,865
+6% +$31.3K 0.06% 206
2023
Q2 		$554K Sell
30,127
-202
-0.7% -$3.8K 0.07% 193
2023
Q1 		$600K Buy
+30,329
New +$601K 0.07% 195
2022
Q3 		$419K Sell
21,938
-300
-1% -$6.39K 0.06% 206
2022
Q2 		$433K Hold
22,238
– – 0.06% 210
2022
Q1 		$425K Buy
22,238
+410
+2% +$8.02K 0.05% 219
2021
Q4 		$462K Buy
21,828
+2,354
+12% +$54.1K 0.05% 230
2021
Q3 		$422K Buy
19,474
+500
+3% +$11.4K 0.06% 217
2021
Q2 		$425K Buy
18,974
+3,255
+21% +$74.3K 0.06% 196
2021
Q1 		$382K Buy
15,719
+3,700
+31% +$104K 0.06% 199
2020
Q4 		$376K Hold
12,019
– – 0.06% 196
2020
Q3 		$222K Buy
+12,019
New +$188K 0.04% 230

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Envestnet Asset Management
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
PWM
Parkway Wealth Management Plano, Texas $866M AUM
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

WBH Advisory's ICLN Position: Q2 2026 in Review

WBH Advisory increased its iShares Global Clean Energy ETF (ICLN) stake by 11% in Q2 2026, buying an estimated $48.6K and bringing the position to 22,823 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #258.

WBH Advisory first reported a position in ICLN in Q3 2020 and has held it in 23 quarters since. The position peaked at $600K in Q1 2023. 312 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • WBH Advisory held 22,823 shares of iShares Global Clean Energy ETF worth $468K as of Q2 2026.
  • WBH Advisory bought 2,345 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $48.6K.
  • iShares Global Clean Energy ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #258 holding.
  • WBH Advisory first reported a position in iShares Global Clean Energy ETF in Q3 2020 and has held it in 23 quarters since.
  • WBH Advisory's iShares Global Clean Energy ETF position peaked at $600K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.