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Ishares Tr shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $543k 18k 30.37
2025-06-30 $527k 17k 30.61
2025-03-31 $536k 17k 31.45
2024-12-31 $528k 17k 31.77

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Microsoft Corp Stock (MSFT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 100 Etf Etf (OEF)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Ishares National Muni Bond Etf Etf (MUB)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Assetmark
Commonwealth Equity Services
Morgan Stanley
Pnc Financial Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Diversify Advisory Services
Kelly Financial Services
Mml Investors Services
Advisor Group Holdings
JB Capital

View all funds holding Ishares Tr