Icon Wealth Advisors Q2 2026: Significant S&P 500 ETF Buys and Bond Sales Observed
Icon Wealth Advisors significantly increased its position in the ISHARES CORE S&P 500 ETF (IVV) during Q2 2026, while also making notable purchases of individual stocks like AT&T (T). Conversely, the firm sold substantial portions of its holdings in bond market funds including IUSB and GOVT.
By Insiderset.Aug 9, 2026, 2:45 PM
Icon Wealth Advisors significantly increased its position in the ISHARES CORE S&P 500 ETF (IVV) during Q2 2026, while also making notable purchases of individual stocks like AT&T (T). Conversely, the firm sold substantial portions of its holdings in bond market funds including IUSB and GOVT.