Carson Wealth (CWM LLC)
IRBT

Carson Wealth (CWM LLC)’s iRobot IRBT Stock Holding History

Carson Wealth (CWM 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
Q4 		– Sell
-496
Closed -$2K – 5498
2025
Q3 		$2K Sell
496
-6,898
-93% -$26.7K ﹤0.01% 5010
2025
Q2 		$23K Sell
7,394
-3,920
-35% -$10.8K ﹤0.01% 3823
2025
Q1 		$31K Buy
11,314
+10,821
+2,195% +$78.1K ﹤0.01% 3362
2024
Q4 		$4K Buy
493
+217
+79% +$1.74K ﹤0.01% 4320
2024
Q3 		$2K Sell
276
-2,482
-90% -$21.5K ﹤0.01% 4407
2024
Q2 		$25K Buy
2,758
+2,278
+475% +$21K ﹤0.01% 2969
2024
Q1 		$4K Buy
480
+259
+117% +$4.19K ﹤0.01% 3765
2023
Q4 		$9K Sell
221
-136
-38% -$4.84K ﹤0.01% 3243
2023
Q3 		$14K Sell
357
-10
-3% -$402 ﹤0.01% 2918
2023
Q2 		$17K Sell
367
-22
-6% -$878 ﹤0.01% 2745
2023
Q1 		$17K Buy
389
+272
+232% +$12K ﹤0.01% 2619
2022
Q4 		$6K Sell
117
-243
-68% -$12.8K ﹤0.01% 3085
2022
Q3 		$20K Sell
360
-94
-21% -$4.93K ﹤0.01% 2220
2022
Q2 		$17K Sell
454
-173
-28% -$8.36K ﹤0.01% 2223
2022
Q1 		$40K Buy
627
+110
+21% +$6.96K ﹤0.01% 1701
2021
Q4 		$34K Buy
+517
New +$40.9K ﹤0.01% 1739
2021
Q2 		$44K Hold
476
– – ﹤0.01% 1449
2021
Q1 		$44K Hold
476
– – ﹤0.01% 1449
2020
Q4 		$44K Hold
476
– – ﹤0.01% 1449
2020
Q3 		$44K Hold
476
– – ﹤0.01% 1449
2020
Q2 		$44K Hold
476
– – ﹤0.01% 1449
2020
Q1 		$44K Hold
476
– – ﹤0.01% 1449
2019
Q4 		$44K Hold
476
– – ﹤0.01% 1449
2019
Q3 		$44K Hold
476
– – ﹤0.01% 1449
2019
Q2 		$44K Hold
476
– – ﹤0.01% 1449
2019
Q1 		$44K Sell
476
-64,828
-99% -$6.9M ﹤0.01% 1449
2018
Q4 		$5.47M Buy
65,304
+3,085
+5% +$280K 0.14% 146
2018
Q3 		$6.84M Buy
62,219
+547
+0.9% +$51.5K 0.17% 129
2018
Q2 		$4.67M Buy
61,672
+11,800
+24% +$784K 0.15% 124
2018
Q1 		$3.2M Buy
49,872
+49,686
+26,713% +$3.74M 0.13% 134
2017
Q4 		$14K Sell
186
-32
-15% -$2.31K ﹤0.01% 790
2017
Q3 		$17K Hold
218
– – ﹤0.01% 747
2017
Q2 		$18K Sell
218
-44,050
-100% -$3.8M ﹤0.01% 648
2017
Q1 		$2.93M Sell
44,268
-15,783
-26% -$934K 0.17% 115
2016
Q4 		$3.51M Sell
60,051
-21,378
-26% -$1.12M 0.22% 109
2016
Q3 		$3.58M Sell
81,429
-60,325
-43% -$2.36M 0.25% 108
2016
Q2 		$4.97M Sell
141,754
-35,420
-20% -$1.3M 0.36% 85
2016
Q1 		$6.25M Sell
177,174
-22,763
-11% -$741K 0.55% 68
2015
Q4 		$7.08M Buy
199,937
+6,575
+3% +$213K 0.69% 56
2015
Q3 		$5.63M Buy
193,362
+22,311
+13% +$679K 0.57% 65
2015
Q2 		$5.45M Buy
171,051
+23,098
+16% +$758K 0.52% 81
2015
Q1 		$4.83M Buy
147,953
+38,552
+35% +$1.25M 0.49% 83
2014
Q4 		$3.8M Buy
109,401
+19,640
+22% +$674K 0.46% 84
2014
Q3 		$2.73M Buy
89,761
+21,324
+31% +$731K 0.4% 82
2014
Q2 		$2.8M Buy
68,437
+26,756
+64% +$967K 0.5% 62
2014
Q1 		$1.71M Buy
41,681
+19,842
+91% +$795K 0.23% 76
2013
Q4 		$760K Buy
+21,839
New +$744K 0.12% 117

Other funds holding IRBT

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.23B AUM 31.02% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $394M AUM 44.75% 1-Year Est. Return
DE
DV Equities Chicago, Illinois $558M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IRBT Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of iRobot (IRBT) in Q4 2025, closing a stake of 496 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in IRBT in Q4 2013 and held it in 47 quarters. The position peaked at $7.08M in Q4 2015. 20 funds tracked by Wall St. Rank hold IRBT as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining iRobot position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 496 iRobot shares in Q4 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in iRobot in Q4 2013 and held it in 47 quarters.
  • Carson Wealth (CWM LLC)'s iRobot position peaked at $7.08M in Q4 2015.
  • 20 funds tracked by Wall St. Rank held iRobot as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.