BFSG LLC’s iRobot IRBT Stock Holding History

BFSG LLC’s Portfolio IRBT Stock Details IRBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$27	–	683
2025 Q1	$27	Buy	+10	New	+$72	﹤0.01%	671

Other funds holding IRBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFSG LLC's IRBT Position: Q2 2025 in Review

BFSG LLC sold out of iRobot (IRBT) in Q2 2025, closing a stake of 10 shares — an estimated $27 sold.

BFSG LLC first reported a position in IRBT in Q1 2025 and held it in 1 quarter. The position peaked at $27 in Q1 2025. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

BFSG LLC reported no remaining iRobot position as of Q2 2025 after selling out during the quarter.
BFSG LLC sold 10 iRobot shares in Q2 2025, an estimated $27.
BFSG LLC first reported a position in iRobot in Q1 2025 and held it in 1 quarter.
BFSG LLC's iRobot position peaked at $27 in Q1 2025.
129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on BFSG LLC's 13F filing for Q2 2025, filed 15 Jul 2025.