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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

ICE holding history

Intercontinental Exchange, Inc. in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ICE overviewAll 13F holders of ICEFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q2 2021
Holdings of ICE by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,020−100.0%Sold outHolders
Q1 20262,020$315.5K0.1%+20+1.0%AddedHolders
Q4 20252,000$346.6K0.1%−30−1.5%ReducedHolders
Q3 20252,030$328.8K0.1%+30+1.5%AddedHolders
Q2 20252,000$364.3K0.1%00.0%UnchangedHolders
Q1 20252,000$311.8K0.1%00.0%UnchangedHolders
Q4 20242,000$290.5K0.1%00.0%UnchangedHolders
Q3 20242,000$324.2K0.1%00.0%UnchangedHolders
Q2 20242,000$284.9K0.1%00.0%UnchangedHolders
Q1 20242,000$265.9K0.1%00.0%UnchangedHolders
Q4 20232,000$251.2K0.1%00.0%UnchangedHolders
Q3 20232,000$218.1K0.1%−17−0.8%ReducedHolders
Q2 20232,017$228.2K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,017$218.8K0.1%−400−16.5%ReducedHolders
Q3 20222,417$218.0K0.1%+17+0.7%AddedHolders
Q2 20222,400$226.0K0.1%00.0%UnchangedHolders
Q1 20222,400$317.0K0.1%−800−25.0%ReducedHolders
Q4 20213,200$438.0K0.2%00.0%UnchangedHolders
Q3 20213,200$367.0K0.2%+2,400+300.0%AddedHolders
Q2 2021800$95.0K0.1%+800NewHolders