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Icon shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Icon

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All positions including Icon held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Icon by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 637 335.95
2021-12-31 $317k 1.0k 309.27

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Pepsi (PEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Value (VLUE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Rus 1000 Etf (IWB)
Walt Disney Company (DIS)

View all positions for Journey Strategic Wealth

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
Wellington Management Company
Lazard Asset Management
Investec Asset Management
Robeco Investment Management
FMR
BlackRock
T. Rowe Price Associates
ClearBridge Advisors
Alliancebernstein
Comgest Global Investors S.a.s.
Franklin Resources
BlueSpruce Investments
Sustainable Growth Advisers

View all funds holding Icon