LIS
IRBT

Legacy Investment Solutions’s iRobot IRBT Stock Holding History

Legacy Investment Solutions’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 		$313 Buy
+100
New +$277 ﹤0.01% 688
2024
Q4 		$767 Hold
100
– – ﹤0.01% 620
2024
Q3 		$643 Buy
+100
New +$866 ﹤0.01% 587

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

Legacy Investment Solutions's IRBT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iRobot (IRBT) in Q2 2025: 100 shares worth $313. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IRBT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IRBT in Q3 2024 and has held it in 3 quarters since. The position peaked at $767 in Q4 2024. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

  • Legacy Investment Solutions held 100 shares of iRobot worth $313 as of Q2 2025.
  • iRobot was a new Legacy Investment Solutions position in Q2 2025.
  • iRobot made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #688 holding.
  • Legacy Investment Solutions first reported a position in iRobot in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iRobot position peaked at $767 in Q4 2024.
  • 129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.