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Smallwood Wealth Investment Management, LLC → ICE
Smallwood Wealth Investment Management, LLC ICE Position History
Intercontinental Exchange, Inc. • Financial Services
Quarters held
4
Latest value
$3.2M
Q3 2026
Peak value
$5.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.6M |
| Q1 2026 | $5.4M |
| Q2 2026 | $4.2M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 20.8K | — | — |
| Q2 2026 | $4.2M | 33.8K | — | — |
| Q1 2026 | $5.4M | 34.1K | — | — |
| Q4 2025 | $5.6M | 34.5K | — | — |