True Wealth Design’s iRobot IRBT Stock Holding History

True Wealth Design’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 Q2	–	Sell	-55	Closed	-$149	–	2697
2025 Q1	$149	Buy	+55	New	+$397	﹤0.01%	2066

Other funds holding IRBT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's IRBT Position: Q2 2025 in Review

True Wealth Design sold out of iRobot (IRBT) in Q2 2025, closing a stake of 55 shares — an estimated $149 sold.

True Wealth Design first reported a position in IRBT in Q1 2025 and held it in 1 quarter. The position peaked at $149 in Q1 2025. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

True Wealth Design reported no remaining iRobot position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 55 iRobot shares in Q2 2025, an estimated $149.
True Wealth Design first reported a position in iRobot in Q1 2025 and held it in 1 quarter.
True Wealth Design's iRobot position peaked at $149 in Q1 2025.
129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.