White Knight Strategic Wealth Advisors’s Icon ICLR Stock Holding History

White Knight Strategic Wealth Advisors’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
2026 Q1	–	Sell	-2,193	Closed	-$400K	–	88
2025 Q4	$400K	Buy	2,193 +140	+7%	+$24.9K	0.29%	62
2025 Q3	$359K	Buy	2,053 +255	+14%	+$42.7K	0.28%	61
2025 Q2	$262K	Buy	+1,798	New	+$255K	0.22%	69
2025 Q1	–	Sell	-1,620	Closed	-$340K	–	88
2024 Q4	$340K	Buy	1,620 +810	+100%	+$189K	0.14%	89
2024 Q3	$233K	Hold	810	–	–	0.21%	75
2024 Q2	$254K	Hold	810	–	–	0.25%	66
2024 Q1	$272K	Hold	810	–	–	0.28%	62
2023 Q4	$229K	Buy	+810	New	+$210K	0.26%	67
2023 Q3	–	Sell	-1,050	Closed	-$263K	–	67
2023 Q2	$263K	Sell	1,050 -50	-5%	-$10.6K	0.31%	61
2023 Q1	$235K	Sell	1,100 -30	-3%	-$6.68K	0.3%	63
2022 Q4	$220K	Hold	1,130	–	–	0.3%	63
2022 Q3	$208K	Hold	1,130	–	–	0.3%	61
2022 Q2	$245K	Hold	1,130	–	–	0.34%	56
2022 Q1	$275K	Hold	1,130	–	–	0.3%	60
2021 Q4	$350K	Buy	+1,130	New	+$316K	0.37%	57

Other funds holding ICLR

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return