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Icon shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Icon

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

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Quarterly reported holdings in Icon by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $740k 2.4k 313.47
2024-03-31 $757k 2.3k 335.95
2023-12-31 $604k 2.1k 283.07
2023-09-30 $459k 1.9k 246.25
2023-06-30 $444k 1.8k 250.20
2023-03-31 $364k 1.7k 213.59

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
Wellington Management Company
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Robeco Investment Management
T. Rowe Price Associates
Lazard Asset Management
FMR
Capital Research Global Investors
Invesco
ClearBridge Advisors
Alliancebernstein
Citadel Advisors
Franklin Resources
Comgest Global Investors S.a.s.

View all funds holding Icon