Forza Wealth Management »

Icon shares owned by Forza Wealth Management

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Forza Wealth Management from 13F filings

Historical chart of Forza Wealth Management investment in Icon

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All positions including Icon held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Icon by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 751 287.31
2024-06-30 $235k 751 313.47
2024-03-31 $252k 751 335.95
2023-12-31 $213k 751 283.07

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Forza Wealth Management

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
T. Rowe Price Associates
Investec Asset Management
Lazard Asset Management
Robeco Investment Management
Capital Research Global Investors
Invesco
ClearBridge Advisors
Franklin Resources
Alliancebernstein
Sustainable Growth Advisers
Victory Capital Management
Bank of America Corporation
William Blair Investment Management

View all funds holding Icon