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Independent Advisor Alliance’s Roku ROKU Stock Holding History

Independent Advisor Alliance’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
Q1 		$205K Sell
2,168
-100
-4% -$9.74K ﹤0.01% 1491
2025
Q4 		$246K Buy
2,268
+155
+7% +$15.7K 0.01% 864
2025
Q3 		$212K Buy
+2,113
New +$195K 0.01% 872
2024
Q2 		– Sell
-5,492
Closed -$358K – 738
2024
Q1 		$358K Sell
5,492
-499
-8% -$38.8K 0.01% 529
2023
Q4 		$549K Sell
5,991
-426
-7% -$35.6K 0.02% 424
2023
Q3 		$453K Sell
6,417
-352
-5% -$27.3K 0.02% 432
2023
Q2 		$433K Buy
6,769
+37
+0.5% +$2.25K 0.02% 456
2023
Q1 		$443K Buy
+6,732
New +$394K 0.02% 442
2022
Q4 		– Sell
-6,258
Closed -$353K – 587
2022
Q3 		$353K Buy
6,258
+606
+11% +$46.1K 0.02% 453
2022
Q2 		$464K Buy
5,652
+310
+6% +$30K 0.03% 387
2022
Q1 		$669K Sell
5,342
-1,036
-16% -$152K 0.03% 338
2021
Q4 		$1.46M Sell
6,378
-3,768
-37% -$1.02M 0.07% 218
2021
Q3 		$3.18M Buy
10,146
+3,390
+50% +$1.28M 0.18% 115
2021
Q2 		$3.1M Buy
6,756
+26
+0.4% +$9.2K 0.17% 126
2021
Q1 		$2.19M Sell
6,730
-85
-1% -$33.3K 0.13% 145
2020
Q4 		$2.26M Sell
6,815
-134
-2% -$35.2K 0.15% 125
2020
Q3 		$1.31M Sell
6,949
-313
-4% -$49.5K 0.1% 151
2020
Q2 		$846K Buy
7,262
+3,560
+96% +$407K 0.09% 185
2020
Q1 		$324K Sell
3,702
-2,492
-40% -$287K 0.05% 264
2019
Q4 		$829K Buy
6,194
+3,159
+104% +$434K 0.04% 415
2019
Q3 		$309K Sell
3,035
-788
-21% -$96.4K 0.04% 334
2019
Q2 		$346K Sell
3,823
-1,304
-25% -$105K 0.05% 274
2019
Q1 		$331K Buy
+5,127
New +$274K 0.05% 295
2018
Q4 		– Sell
-3,885
Closed -$297K – 456
2018
Q3 		$297K Buy
+3,885
New +$223K 0.05% 267

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Independent Advisor Alliance's ROKU Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Roku (ROKU) stake by 4.4% in Q1 2026, selling an estimated $9.74K and leaving 2,168 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Independent Advisor Alliance first reported a position in ROKU in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.18M in Q3 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Independent Advisor Alliance held 2,168 shares of Roku worth $205K as of Q1 2026.
  • Independent Advisor Alliance sold 100 Roku shares in Q1 2026, an estimated $9.74K.
  • Roku made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1491 holding.
  • Independent Advisor Alliance first reported a position in Roku in Q3 2018 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Roku position peaked at $3.18M in Q3 2021.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.