ISHARES TR

Ticker: SIZE CUSIP: 46432F370 Class: MSCI USA SZE FT

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

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

Q3 2025
Shares 842 Value ($000) $135 Avg Close — Range —
Q2 2025
Shares 842 Value ($000) $130 Avg Close — Range —
Q1 2025
Shares 842 Value ($000) $122 Avg Close — Range —
Q4 2024
Shares 947 Value ($000) $141 Avg Close — Range —
Q3 2024
Shares 947 Value ($000) $141 Avg Close — Range —
Q2 2024
Shares 947 Value ($000) $136 Avg Close — Range —
Q1 2024
Shares 947 Value ($000) $135 Avg Close — Range —
Q4 2023
Shares 947 Value ($000) $125 Avg Close — Range —