Norwood Financial’s VanEck Robotics ETF IBOT Stock Holding History

Norwood Financial’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
2024 Q1	$256K	Buy	5,825 +3,260	+127%	+$135K	0.37%	60
2023 Q4	$102K	Buy	+2,565	New	+$92.7K	0.15%	100

Other funds holding IBOT

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CLOS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norwood Financial's IBOT Position: Q1 2024 in Review

Norwood Financial increased its VanEck Robotics ETF (IBOT) stake by 127% in Q1 2024, buying an estimated $135K and bringing the position to 5,825 shares worth $256K. The position accounts for 0.37% of the portfolio, ranked #60.

Norwood Financial first reported a position in IBOT in Q4 2023 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold IBOT as of Q1 2024.

Norwood Financial held 5,825 shares of VanEck Robotics ETF worth $256K as of Q1 2024.
Norwood Financial bought 3,260 VanEck Robotics ETF shares in Q1 2024, an estimated $135K.
VanEck Robotics ETF made up 0.37% of Norwood Financial's portfolio in Q1 2024, its #60 holding.
Norwood Financial first reported a position in VanEck Robotics ETF in Q4 2023 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.