IFG Advisory’s Roku ROKU Stock Holding History

IFG Advisory’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.1K	Hold	86	–	–	﹤0.01%	1739
2026 Q2	$11.9K	Buy	+86	New	+$10.5K	﹤0.01%	1790
2021 Q4	–	Sell	-648	Closed	-$203K	–	511
2021 Q3	$203K	Sell	648 -5,219	-89%	-$1.97M	0.02%	467
2021 Q2	$2.69M	Buy	5,867 +3,601	+159%	+$1.27M	0.3%	71
2021 Q1	$738K	Sell	2,266 -943	-29%	-$370K	0.09%	234
2020 Q4	$1.06M	Buy	+3,209	New	+$842K	0.15%	161

Other funds holding ROKU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

IFG Advisory's ROKU Position: Q3 2026 in Review

IFG Advisory held its Roku (ROKU) position steady in Q3 2026 at 86 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

IFG Advisory first reported a position in ROKU in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.69M in Q2 2021. 493 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

IFG Advisory held 86 shares of Roku worth $13.1K as of Q3 2026.
IFG Advisory left its Roku share count unchanged in Q3 2026.
Roku made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1739 holding.
IFG Advisory first reported a position in Roku in Q4 2020 and has held it in 6 quarters since.
IFG Advisory's Roku position peaked at $2.69M in Q2 2021.
493 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.