ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,887 Value ($000) $2,065 Avg Close — Range —
Q3 2025
Shares 13,880 Value ($000) $2,022 Avg Close — Range —
Q2 2025
Shares 13,880 Value ($000) $1,874 Avg Close — Range —
Q1 2025
Shares 13,880 Value ($000) $1,693 Avg Close — Range —
Q4 2024
Shares 13,880 Value ($000) $1,785 Avg Close — Range —
Q3 2024
Shares 13,880 Value ($000) $1,744 Avg Close — Range —
Q2 2024
Shares 13,862 Value ($000) $1,678 Avg Close — Range —
Q1 2024
Shares 13,788 Value ($000) $1,590 Avg Close — Range —
Q4 2023
Shares 13,788 Value ($000) $1,451 Avg Close — Range —
Q4 2022
Shares 13,787 Value ($000) $1,169 Avg Close — Range —
Q3 2022
Shares 13,787 Value ($000) $1 Avg Close — Range —