ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 29,239 Value ($000) $2,753 Avg Close — Range —
Q3 2025
Shares 28,698 Value ($000) $2,730 Avg Close — Range —
Q2 2025
Shares 24,021 Value ($000) $2,255 Avg Close — Range —
Q1 2025
Shares 20,574 Value ($000) $1,927 Avg Close — Range —
Q4 2024
Shares 7,589 Value ($000) $674 Avg Close — Range —
Q3 2024
Shares 7,995 Value ($000) $730 Avg Close — Range —
Q2 2024
Shares 10,475 Value ($000) $912 Avg Close — Range —
Q1 2024
Shares 30,259 Value ($000) $2,529 Avg Close — Range —
Q4 2023
Shares 68,392 Value ($000) $5,337 Avg Close — Range —
Q4 2022
Shares 87,882 Value ($000) $6,336 Avg Close — Range —
Q3 2022
Shares 90,918 Value ($000) $6 Avg Close — Range —