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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
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

CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IIWM
Investment Insight Wealth Management North Massapequa, New York $115M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Roxbury Financial's IBOT Position: Q2 2026 in Review

Roxbury Financial held its VanEck Robotics ETF (IBOT) position steady in Q2 2026 at 50 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Roxbury Financial first reported a position in IBOT in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold IBOT as of Q2 2026.

  • Roxbury Financial held 50 shares of VanEck Robotics ETF worth $3.45K as of Q2 2026.
  • Roxbury Financial left its VanEck Robotics ETF share count unchanged in Q2 2026.
  • VanEck Robotics ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #356 holding.
  • Roxbury Financial first reported a position in VanEck Robotics ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.