Larson Financial Group’s VanEck Robotics ETF IBOT Stock Holding History

Larson Financial Group’s Portfolio IBOT Stock Details IBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8	Closed	-$368	–	3543
2025 Q2	$368	Buy	+8	New	+$329	﹤0.01%	2935

Other funds holding IBOT

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Larson Financial Group's IBOT Position: Q3 2025 in Review

Larson Financial Group sold out of VanEck Robotics ETF (IBOT) in Q3 2025, closing a stake of 8 shares — an estimated $368 sold.

Larson Financial Group first reported a position in IBOT in Q2 2025 and held it in 1 quarter. The position peaked at $368 in Q2 2025. 9 funds tracked by Wall St. Rank hold IBOT as of Q3 2025.

Larson Financial Group reported no remaining VanEck Robotics ETF position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 8 VanEck Robotics ETF shares in Q3 2025, an estimated $368.
Larson Financial Group first reported a position in VanEck Robotics ETF in Q2 2025 and held it in 1 quarter.
Larson Financial Group's VanEck Robotics ETF position peaked at $368 in Q2 2025.
9 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.