Institute for Wealth Management’s Roku ROKU Stock Holding History

Institute for Wealth Management’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 Q2	$26.7K	Buy	+193	New	+$23.5K	﹤0.01%	1045
2022 Q1	–	Sell	-1,036	Closed	-$236K	–	562
2021 Q4	$236K	Buy	1,036 +139	+15%	+$37.5K	0.04%	433
2021 Q3	$281K	Buy	897 +32	+4%	+$12.1K	0.05%	393
2021 Q2	$397K	Buy	865 +179	+26%	+$63.3K	0.07%	316
2021 Q1	$223K	Buy	686 +56	+9%	+$21.9K	0.04%	420
2020 Q4	$209K	Sell	630 -698	-53%	-$183K	0.04%	419
2020 Q3	$251K	Buy	+1,328	New	+$210K	0.06%	355
2020 Q1	–	Sell	-1,492	Closed	-$200K	–	613
2019 Q4	$200K	Buy	+1,492	New	+$205K	0.05%	424

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Institute for Wealth Management's ROKU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Roku (ROKU) in Q2 2026: 193 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ROKU as recently as Q4 2021.

Institute for Wealth Management first reported a position in ROKU in Q4 2019 and has held it in 8 quarters since. The position peaked at $397K in Q2 2021. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Institute for Wealth Management held 193 shares of Roku worth $26.7K as of Q2 2026.
Roku was a new Institute for Wealth Management position in Q2 2026.
Roku made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1045 holding.
Institute for Wealth Management first reported a position in Roku in Q4 2019 and has held it in 8 quarters since.
Institute for Wealth Management's Roku position peaked at $397K in Q2 2021.
786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.