LWMI
IRBT

Legacy Wealth Management (Idaho)’s iRobot IRBT Stock Holding History

Legacy Wealth Management (Idaho)’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
Q4 		– Sell
-100
Closed -$359 – 946
2025
Q3 		$359 Hold
100
– – ﹤0.01% 708
2025
Q2 		$313 Hold
100
– – ﹤0.01% 688
2025
Q1 		$270 Hold
100
– – ﹤0.01% 748
2024
Q4 		$767 Hold
100
– – ﹤0.01% 620
2024
Q3 		$643 Buy
+100
New +$866 ﹤0.01% 587

Other funds holding IRBT

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
DE
DV Equities Chicago, Illinois $558M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IRBT Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of iRobot (IRBT) in Q4 2025, closing a stake of 100 shares — an estimated $359 sold.

Legacy Wealth Management (Idaho) first reported a position in IRBT in Q3 2024 and held it in 5 quarters. The position peaked at $767 in Q4 2024. 20 funds tracked by Wall St. Rank hold IRBT as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iRobot position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 iRobot shares in Q4 2025, an estimated $359.
  • Legacy Wealth Management (Idaho) first reported a position in iRobot in Q3 2024 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s iRobot position peaked at $767 in Q4 2024.
  • 20 funds tracked by Wall St. Rank held iRobot as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.