IWA
ROL icon

Icon Wealth Advisors’s Rollins ROL Stock Holding History

Icon Wealth Advisors’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,383
Closed -$134K – 548
2025
Q2 		$134K Sell
2,383
-364
-13% -$20.4K 0.01% 446
2025
Q1 		$148K Sell
2,747
-2,840
-51% -$143K 0.01% 406
2024
Q4 		$259K Sell
5,587
-397
-7% -$19.4K 0.02% 326
2024
Q3 		$303K Sell
5,984
-2,912
-33% -$144K 0.03% 295
2024
Q2 		$426K Sell
8,896
-1,960
-18% -$90.5K 0.04% 232
2024
Q1 		$502K Sell
10,856
-1,326
-11% -$58.5K 0.05% 213
2023
Q4 		$532K Buy
+12,182
New +$474K 0.06% 180
2022
Q4 		$794K Sell
21,729
-1,262
-5% -$49K 0.09% 157
2022
Q3 		$797K Buy
+22,991
New +$829K 0.1% 152

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return