Notify me when Icon Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 391 | $880,168,067 | +$91,886,717 | -$125,803,448 | -$33,916,731 | IVV, ACN, IUSB, EFV, EFG | 13F-HR | 14 Nov 2023, 09:22 |
| Q2 2023 | 409 | $945,154,028 | +$55,737,025 | -$72,685,677 | -$16,948,652 | IVV, ACN, IUSB, EFG, QUAL | 13F-HR | 03 Aug 2023, 15:25 |
| Q1 2023 | 421 | $918,744,623 | $0 | $0 | $0 | IVV, ACN, IUSB, ESGU, EFG | 13F-HR | 11 May 2023, 09:36 |
| Q2 2022 | 296 | $836,147,000 | +$74,882,218 | -$89,531,286 | -$14,649,068 | IVV, ACN, ESGU, MUB, IUSB | 13F-HR | 19 Jul 2022, 14:48 |
| Q1 2022 | 327 | $1,002,850,000 | +$148,842,513 | -$88,660,768 | +$60,181,745 | IVV, ACN, ESGU, MSFT, MUB | 13F-HR | 19 Apr 2022, 17:19 |
| Q4 2021 | 321 | $997,262,000 | +$59,310,228 | -$74,376,941 | -$15,066,713 | ACN, IVV, ESGU, EFG, MSFT | 13F-HR | 18 Jan 2022, 19:33 |
| Q3 2021 | 335 | $935,846,000 | +$63,939,541 | -$52,431,594 | +$11,507,947 | ACN, ESGU, IVV, MSFT, EFG | 13F-HR | 15 Nov 2021, 06:32 |
| Q2 2021 | 349 | $932,224,000 | +$110,948,856 | -$30,902,574 | +$80,046,282 | ACN, IVV, ESGU, MSFT, MUB | 13F-HR | 30 Jul 2021, 15:36 |
| Q1 2021 | 331 | $798,721,000 | +$182,215,666 | -$47,144,996 | +$135,070,670 | ACN, IVV, ESGU, MSFT, MUB | 13F-HR | 26 Apr 2021, 08:14 |
| Q4 2020 | 273 | $632,971,000 | +$85,410,040 | -$24,927,612 | +$60,482,428 | ACN, IVV, ESGU, MUB, EFG | 13F-HR | 08 Feb 2021, 08:25 |
| Q3 2020 | 248 | $517,715,000 | +$146,368,575 | -$54,156,751 | +$92,211,824 | ACN, IVV, ESGU, MUB, EFG | 13F-HR | 22 Oct 2020, 16:22 |
| Q2 2020 | 257 | $412,947,000 | +$166,656,945 | -$52,260,943 | +$114,396,002 | ACN, IVV, MUB, ESGU, EFG | 13F-HR | 14 Jul 2020, 11:29 |
| Q1 2020 | 153 | $253,562,000 | +$30,647,430 | -$31,508,312 | -$860,882 | ACN, IVV, MUB, GOVT, IEFA | 13F-HR | 16 Apr 2020, 17:50 |
| Q4 2019 | 176 | $315,720,000 | +$34,940,023 | -$27,547,600 | +$7,392,423 | ACN, IVV, MUB, IEFA, IEMG | 13F-HR | 29 Jan 2020, 06:39 |
| Q3 2019 | 165 | $292,320,000 | +$22,434,213 | -$14,296,967 | +$8,137,246 | ACN, IVV, MUB, IEFA, ITOT | 13F-HR | 23 Oct 2019, 20:41 |
| Q2 2019 | 163 | $282,674,000 | +$45,427,148 | -$36,259,041 | +$9,168,107 | ACN, IVV, MUB, ITOT, IEFA | 13F-HR | 12 Aug 2019, 18:13 |
| Q1 2019 | 886 | $267,586,000 | +$49,280,030 | -$18,188,453 | +$31,091,577 | ACN, IVV, MUB, IEFA, ITOT | 13F-HR | 09 May 2019, 15:50 |
| Q4 2018 | 217 | $207,197,000 | +$22,582,655 | -$24,627,774 | -$2,045,119 | ACN, IVV, IEFA, EPD, MUB | 13F-HR | 14 Feb 2019, 10:05 |
| Q3 2018 | 271 | $239,778,000 | +$24,884,550 | -$29,994,942 | -$5,110,392 | ACN, IVV, EPD, IEFA, MUB | 13F-HR | 14 Nov 2018, 08:04 |
| Q2 2018 | 826 | $237,871,000 | +$65,801,195 | -$20,354,427 | +$45,446,768 | ACN, IVV, EPD, IEFA, MUB | 13F-HR | 13 Aug 2018, 16:49 |
| Q1 2018 | 254 | $186,608,000 | +$29,181,845 | -$38,759,121 | -$9,577,276 | ACN, IVV, EPD, IEMG, IHG | 13F-HR | 14 May 2018, 17:36 |
| Q4 2017 | 866 | $201,835,000 | $0 | $0 | $0 | ACN, EPD, IEMG, MMP, IWD | 13F-HR | 13 Feb 2018, 11:44 |