IWM
IRBT

IHT Wealth Management’s iRobot IRBT Stock Holding History

IHT 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
2021
Q2 		– Sell
-2,009
Closed -$245K – 961
2021
Q1 		$245K Buy
+2,009
New +$228K 0.02% 699
2020
Q4 		– Sell
-3,251
Closed -$247K – 761
2020
Q3 		$247K Sell
3,251
-87
-3% -$6.7K 0.02% 542
2020
Q2 		$280K Buy
+3,338
New +$220K 0.04% 433

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IHT Wealth Management's IRBT Position: Q2 2021 in Review

IHT Wealth Management sold out of iRobot (IRBT) in Q2 2021, closing a stake of 2,009 shares — an estimated $245K sold.

IHT Wealth Management first reported a position in IRBT in Q2 2020 and held it in 3 quarters. The position peaked at $280K in Q2 2020. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

  • IHT Wealth Management reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
  • IHT Wealth Management sold 2,009 iRobot shares in Q2 2021, an estimated $245K.
  • IHT Wealth Management first reported a position in iRobot in Q2 2020 and held it in 3 quarters.
  • IHT Wealth Management's iRobot position peaked at $280K in Q2 2020.
  • 290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on IHT Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.