EWA
IRBT

EverSource Wealth Advisors’s iRobot IRBT Stock Holding History

EverSource Wealth Advisors’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
-162
Closed -$438 – 4305
2025
Q1 		$438 Buy
162
+97
+149% +$701 ﹤0.01% 3502
2024
Q4 		$504 Buy
65
+11
+20% +$88 ﹤0.01% 3199
2024
Q3 		$469 Hold
54
– – ﹤0.01% 2886
2024
Q2 		$637 Hold
54
– – ﹤0.01% 2839
2024
Q1 		$462 Buy
54
+30
+125% +$485 ﹤0.01% 2743
2023
Q4 		$929 Buy
24
+7
+41% +$249 ﹤0.01% 2420
2023
Q3 		$644 Buy
+17
New +$683 ﹤0.01% 2333
2023
Q2 		– Sell
-229
Closed -$9.99K – 2546
2023
Q1 		$9.99K Buy
+229
New +$10.1K ﹤0.01% 1356
2022
Q4 		– Sell
-25
Closed -$1K – 2363
2022
Q3 		$1K Sell
25
-11
-31% -$577 ﹤0.01% 1835
2022
Q2 		$1K Buy
+36
New +$1.74K ﹤0.01% 1639

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's IRBT Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of iRobot (IRBT) in Q2 2025, closing a stake of 162 shares — an estimated $438 sold.

EverSource Wealth Advisors first reported a position in IRBT in Q2 2022 and held it in 10 quarters. The position peaked at $9.99K in Q1 2023. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining iRobot position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 162 iRobot shares in Q2 2025, an estimated $438.
  • EverSource Wealth Advisors first reported a position in iRobot in Q2 2022 and held it in 10 quarters.
  • EverSource Wealth Advisors's iRobot position peaked at $9.99K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.