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Ishares Msci Usa Size Factor shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Ishares Msci Usa Size Factor

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All positions including Ishares Msci Usa Size Factor held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Size Factor by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $141k 947 148.79
2024-03-31 $135k 947 142.29
2023-12-31 $125k 947 131.87

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 Ishares Msci Usa Size Factor

BlackRock
BlackRock
Bank of America Corporation
Envestnet Asset Management
Trinity Wealth Management
Principal Securities
Pnc Financial Services
Goldman Sachs Group
Morgan Stanley
Lido Advisors
Jane Street
Susquehanna International
LPL Financial
Mercer Global Advisors
Parallel Advisors

View all funds holding Ishares Msci Usa Size Factor