JFA
IRBT

JNBA Financial Advisors’s iRobot IRBT Stock Holding History

JNBA Financial Advisors’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
2025
Q2 		– Sell
-3,000
Closed -$8.1K – 672
2025
Q1 		$8.1K Buy
+3,000
New +$21.7K ﹤0.01% 482
2016
Q4 		– Sell
-127
Closed -$6K – 893
2016
Q3 		$6K Buy
+127
New +$4.98K ﹤0.01% 1175

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JNBA Financial Advisors's IRBT Position: Q2 2025 in Review

JNBA Financial Advisors sold out of iRobot (IRBT) in Q2 2025, closing a stake of 3,000 shares — an estimated $8.1K sold.

JNBA Financial Advisors first reported a position in IRBT in Q3 2016 and held it in 2 quarters. The position peaked at $8.1K in Q1 2025. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

  • JNBA Financial Advisors reported no remaining iRobot position as of Q2 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 3,000 iRobot shares in Q2 2025, an estimated $8.1K.
  • JNBA Financial Advisors first reported a position in iRobot in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's iRobot position peaked at $8.1K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.