IFP Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $271K | Buy |
1,965
+218
| +12% | +$26.6K | ﹤0.01% | 1341 |
|
|
2026
Q1 | $165K | Sell |
1,747
-349
| -17% | -$34K | ﹤0.01% | 1501 |
|
|
2025
Q4 | $227K | Sell |
2,096
-1,728
| -45% | -$175K | 0.01% | 1303 |
|
|
2025
Q3 | $383K | Buy |
3,824
+2,011
| +111% | +$185K | 0.01% | 962 |
|
|
2025
Q2 | $159K | Sell |
1,813
-573
| -24% | -$40K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $168K | Sell |
2,386
-571
| -19% | -$45.7K | 0.01% | 1256 |
|
|
2024
Q4 | $220K | Buy |
2,957
+476
| +19% | +$36.1K | 0.01% | 1087 |
|
|
2024
Q3 | $185K | Buy |
2,481
+105
| +4% | +$6.73K | 0.01% | 1131 |
|
|
2024
Q2 | $142K | Sell |
2,376
-779
| -25% | -$45.7K | 0.01% | 1207 |
|
|
2024
Q1 | $206K | Buy |
3,155
+443
| +16% | +$34.5K | 0.01% | 990 |
|
|
2023
Q4 | $249K | Buy |
2,712
+700
| +35% | +$58.6K | 0.01% | 855 |
|
|
2023
Q3 | $142K | Sell |
2,012
-13
| -0.6% | -$1.01K | 0.01% | 1119 |
|
|
2023
Q2 | $130K | Buy |
2,025
+455
| +29% | +$27.6K | 0.01% | 1205 |
|
|
2023
Q1 | $58.2K | Sell |
1,570
-4,053
| -72% | -$237K | ﹤0.01% | 1503 |
|
|
2022
Q4 | $229K | Buy |
5,623
+760
| +16% | +$39.7K | 0.01% | 1290 |
|
|
2022
Q3 | $203K | Buy |
4,863
+763
| +19% | +$58.1K | 0.01% | 1393 |
|
|
2022
Q2 | $172K | Hold |
4,100
| – | – | 0.01% | 1361 |
|
|
2022
Q1 | $172K | Buy |
4,100
+3,475
| +556% | +$510K | 0.01% | 1361 |
|
|
2021
Q4 | $147K | Buy |
625
+264
| +73% | +$71.2K | ﹤0.01% | 1099 |
|
|
2021
Q3 | $115K | Sell |
361
-199
| -36% | -$75K | ﹤0.01% | 1227 |
|
|
2021
Q2 | $247K | Sell |
560
-120
| -18% | -$42.4K | 0.01% | 802 |
|
|
2021
Q1 | $221K | Sell |
680
-44
| -6% | -$17.2K | ﹤0.01% | 791 |
|
|
2020
Q4 | $247K | Sell |
724
-203
| -22% | -$53.3K | 0.01% | 724 |
|
|
2020
Q3 | $177K | Buy |
927
+543
| +141% | +$85.9K | 0.01% | 749 |
|
|
2020
Q2 | $44K | Sell |
384
-327
| -46% | -$37.4K | ﹤0.01% | 1279 |
|
|
2020
Q1 | $65K | Sell |
711
-4,064
| -85% | -$468K | 0.01% | 1016 |
|
|
2019
Q4 | $662K | Buy |
4,775
+2,981
| +166% | +$410K | 0.05% | 369 |
|
|
2019
Q3 | $176K | Buy |
+1,794
| New | +$219K | 0.01% | 812 |
|
|
2019
Q1 | $11K | Sell |
170
-1,494
| -90% | -$79.9K | ﹤0.01% | 1580 |
|
|
2018
Q4 | $50K | Sell |
1,664
-4,958
| -75% | -$234K | ﹤0.01% | 1618 |
|
|
2018
Q3 | $484K | Buy |
6,622
+922
| +16% | +$52.8K | 0.02% | 672 |
|
|
2018
Q2 | $243K | Buy |
5,700
+5,440
| +2,092% | +$198K | 0.01% | 965 |
|
|
2018
Q1 | $13K | Hold |
260
| – | – | ﹤0.01% | 2635 |
|
|
2017
Q4 | $13K | Buy |
+260
| New | +$8.96K | ﹤0.01% | 2672 |
|
Other funds holding ROKU
PCM
IFP Advisors's ROKU Position: Q2 2026 in Review
IFP Advisors increased its Roku (ROKU) stake by 12% in Q2 2026, buying an estimated $26.6K and bringing the position to 1,965 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.
IFP Advisors first reported a position in ROKU in Q4 2017 and has held it in 34 quarters since. The position peaked at $662K in Q4 2019. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.
- IFP Advisors held 1,965 shares of Roku worth $271K as of Q2 2026.
- IFP Advisors bought 218 Roku shares in Q2 2026, an estimated $26.6K.
- Roku made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1341 holding.
- IFP Advisors first reported a position in Roku in Q4 2017 and has held it in 34 quarters since.
- IFP Advisors's Roku position peaked at $662K in Q4 2019.
- 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.