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Icon shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Icon

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

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Quarterly reported holdings in Icon by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $405k 1.4k 287.31
2022-12-31 $319k 1.6k 194.25
2022-09-30 $379k 2.1k 183.89

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

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