CSWM
IRBT

Cassady Schiller Wealth Management’s iRobot IRBT Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$47 Buy
+6
New +$48 ﹤0.01% 1132

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cassady Schiller Wealth Management's IRBT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in iRobot (IRBT) in Q4 2024: 6 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings.

167 funds tracked by Wall St. Rank hold IRBT as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of iRobot worth $47 as of Q4 2024.
  • iRobot was a new Cassady Schiller Wealth Management position in Q4 2024.
  • iRobot made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1132 holding.
  • 167 funds tracked by Wall St. Rank held iRobot as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.