Roxbury Financial’s VanEck Robotics ETF IBOT Stock Holding History

Roxbury 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
2026 Q3	$3.24K	Hold	50	–	–	﹤0.01%	379
2026 Q2	$3.45K	Hold	50	–	–	﹤0.01%	356
2026 Q1	$2.67K	Hold	50	–	–	﹤0.01%	341
2025 Q4	$2.64K	Buy	+50	New	+$2.58K	﹤0.01%	340

Other funds holding IBOT

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Investment Insight Wealth Management North Massapequa, New York $121M AUM 29.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Roxbury Financial's IBOT Position: Q3 2026 in Review

Roxbury Financial held its VanEck Robotics ETF (IBOT) position steady in Q3 2026 at 50 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Roxbury Financial first reported a position in IBOT in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.45K in Q2 2026. 22 funds tracked by Wall St. Rank hold IBOT as of Q3 2026.

Roxbury Financial held 50 shares of VanEck Robotics ETF worth $3.24K as of Q3 2026.
Roxbury Financial left its VanEck Robotics ETF share count unchanged in Q3 2026.
VanEck Robotics ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #379 holding.
Roxbury Financial first reported a position in VanEck Robotics ETF in Q4 2025 and has held it in 4 quarters since.
Roxbury Financial's VanEck Robotics ETF position peaked at $3.45K in Q2 2026.
22 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.