Wealth Enhancement Advisory Services
IRBT

Wealth Enhancement Advisory Services’s iRobot IRBT Stock Holding History

Wealth Enhancement Advisory Services’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
-15,724
Closed -$42.5K – 3436
2025
Q1 		$42.5K Buy
+15,724
New +$114K ﹤0.01% 2861
2024
Q1 		– Sell
-7,539
Closed -$292K – 2528
2023
Q4 		$292K Buy
+7,539
New +$268K ﹤0.01% 1834

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's IRBT Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of iRobot (IRBT) in Q2 2025, closing a stake of 15,724 shares — an estimated $42.5K sold.

Wealth Enhancement Advisory Services first reported a position in IRBT in Q4 2023 and held it in 2 quarters. The position peaked at $292K in Q4 2023. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining iRobot position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,724 iRobot shares in Q2 2025, an estimated $42.5K.
  • Wealth Enhancement Advisory Services first reported a position in iRobot in Q4 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's iRobot position peaked at $292K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.