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Ishares Msci Usa Size Factor shares owned by Icon Wealth Partners

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

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

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All positions including Ishares Msci Usa Size Factor held by Icon Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $111k 947 117.38
2023-06-30 $116k 947 122.74
2023-03-31 $112k 947 117.86
2020-03-31 $2.8M 39k 71.37
2019-12-31 $6.1M 63k 97.41

More positions owned by Icon Wealth Partners

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 Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

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