IWA
LOPE icon

Icon Wealth Advisors’s Grand Canyon Education LOPE Stock Holding History

Icon Wealth Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-676
Closed -$148K – 474
2025
Q3 		$148K Sell
676
-431
-39% -$82.8K 0.01% 421
2025
Q2 		$209K Sell
1,107
-234
-17% -$43.4K 0.01% 362
2025
Q1 		$232K Sell
1,341
-1,383
-51% -$240K 0.02% 323
2024
Q4 		$446K Sell
2,724
-179
-6% -$27.4K 0.04% 229
2024
Q3 		$412K Sell
2,903
-1,409
-33% -$203K 0.03% 236
2024
Q2 		$672K Sell
4,312
-959
-18% -$132K 0.06% 173
2024
Q1 		$718K Sell
5,271
-623
-11% -$81.3K 0.07% 164
2023
Q4 		$778K Buy
+5,894
New +$767K 0.08% 146
2022
Q4 		$747K Sell
7,070
-468
-6% -$46.7K 0.09% 161
2022
Q3 		$620K Buy
+7,538
New +$653K 0.08% 172

Other funds holding LOPE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return