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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

Tip: Access up to 7 years of quarterly data

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
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 Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Msci Usa Size Factor

Bank of America Corporation
Trinity Wealth Management
Principal Securities
Pnc Financial Services
Lido Advisors
Citadel Advisors
Mercer Global Advisors
Wharton Business Group
Jane Street
Parallel Advisors
Hilltop Holdings
G&S Capital
Advisor Group Holdings
Lakeview Capital Partners
HPM Partners

View all funds holding Ishares Msci Usa Size Factor