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Icon shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Icon

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

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Quarterly reported holdings in Icon by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 700 287.31
2024-06-30 $5.4M 17k 313.47
2024-03-31 $5.8M 17k 335.95

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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