Icon shares owned by CWM Advisors
Historical chart of CWM Advisors investment in Icon
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All positions including Icon held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Icon by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 14k | 175.00 |
| 2025-06-30 | $2.1M | 15k | 145.45 |
| 2025-03-31 | $1.8M | 10k | 174.99 |
| 2024-12-31 | $1.7M | 8.2k | 209.71 |
| 2024-09-30 | $1.9M | 6.6k | 287.31 |
| 2024-06-30 | $2.6M | 8.4k | 313.47 |
| 2024-03-31 | $2.9M | 8.7k | 335.95 |
| 2023-12-31 | $2.7M | 9.6k | 283.07 |
| 2023-09-30 | $2.3M | 9.2k | 246.25 |
| 2023-06-30 | $2.0M | 8.1k | 250.20 |
| 2023-03-31 | $1.2M | 5.7k | 213.59 |
| 2022-12-31 | $1.0M | 5.3k | 194.25 |
| 2022-09-30 | $868k | 4.7k | 183.82 |