Sharkey, Howes & Javer’s iRobot IRBT Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-100	Closed	-$9K	–	109
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	155
2019 Q1	$12K	Hold	100	–	–	0.01%	150
2018 Q4	$8K	Hold	100	–	–	0.01%	156
2018 Q3	$11K	Hold	100	–	–	0.01%	158
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	161
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	158
2017 Q4	$8K	Hold	100	–	–	﹤0.01%	155
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	152
2017 Q2	$8K	Hold	100	–	–	﹤0.01%	155
2017 Q1	$7K	Hold	100	–	–	﹤0.01%	170
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	175
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	185
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	192
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	206
2015 Q4	$4K	Buy	+100	New	+$3.23K	﹤0.01%	203

Other funds holding IRBT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return