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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
2024-09-30 $707k 2.5k 287.31
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
2022-12-31 $235k 1.2k 194.25
2022-09-30 $130k 709 183.78

More positions owned by WR Wealth Planners

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

View all positions for WR Wealth Planners

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
T. Rowe Price Associates
Wellington Management Company
Investec Asset Management
Lazard Asset Management
Robeco Investment Management
FMR
Capital Research Global Investors
Invesco
ClearBridge Advisors
Franklin Resources
Sustainable Growth Advisers
Alliancebernstein
Victory Capital Management

View all funds holding Icon