Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.66M Buy
+51,040
New +$1.58M 0.06% 325
2026
Q1
Sell
-44,814
Closed -$1.59M 613
2025
Q4
$1.59M Buy
44,814
+372
+0.8% +$14.4K 0.07% 288
2025
Q3
$1.66M Buy
44,442
+10,573
+31% +$393K 0.08% 265
2025
Q2
$1.35M Buy
+33,869
New +$1.4M 0.07% 287

Other funds holding IOT

IFG Advisory's IOT Position: Q2 2026 in Review

IFG Advisory opened a new position in Samsara (IOT) in Q2 2026: 51,040 shares worth $1.66M. The stake represents 0.06% of the portfolio and ranks #325 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IOT as recently as Q4 2025.

IFG Advisory first reported a position in IOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q3 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • IFG Advisory held 51,040 shares of Samsara worth $1.66M as of Q2 2026.
  • Samsara was a new IFG Advisory position in Q2 2026.
  • Samsara made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #325 holding.
  • IFG Advisory first reported a position in Samsara in Q2 2025 and has held it in 4 quarters since.
  • IFG Advisory's Samsara position peaked at $1.66M in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.