Roble Belko & Company’s iShares Core S&P US Value ETF IUSV Stock Holding History

Roble Belko & Company’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$560K	Buy	5,915 +27	+0.5%	+$2.56K	0.08%	73
2025 Q1	$543K	Buy	5,888 +24	+0.4%	+$2.21K	0.09%	72
2024 Q4	$543K	Hold	5,864	–	–	0.09%	73
2024 Q3	$560K	Hold	5,864	–	–	0.09%	70
2024 Q2	$517K	Hold	5,864	–	–	0.09%	71
2024 Q1	$530K	Hold	5,864	–	–	0.09%	68
2023 Q4	$495K	Hold	5,864	–	–	0.09%	62
2023 Q3	$438K	Hold	5,864	–	–	0.09%	64
2023 Q2	$459K	Hold	5,864	–	–	0.09%	61
2023 Q1	$433K	Hold	5,864	–	–	0.09%	64
2022 Q4	$414K	Hold	5,864	–	–	0.09%	72
2022 Q3	$367K	Hold	5,864	–	–	0.09%	71
2022 Q2	$392K	Hold	5,864	–	–	0.09%	67
2022 Q1	$445K	Hold	5,864	–	–	0.08%	67
2021 Q4	$448K	Hold	5,864	–	–	0.08%	63
2021 Q3	$416K	Hold	5,864	–	–	0.09%	58
2021 Q2	$422K	Hold	5,864	–	–	0.1%	61
2021 Q1	$404K	Hold	5,864	–	–	0.1%	58
2020 Q4	$365K	Hold	5,864	–	–	0.1%	60
2020 Q3	$318K	Hold	5,864	–	–	0.09%	60
2020 Q2	$306K	Hold	5,864	–	–	0.09%	63
2020 Q1	$271K	Hold	5,864	–	–	0.09%	71
2019 Q4	$370K	Hold	5,864	–	–	0.1%	66
2019 Q3	$339K	Sell	5,864 -250	-4%	-$14.5K	0.1%	61
2019 Q2	$346K	Hold	6,114	–	–	0.11%	60
2019 Q1	$335K	Hold	6,114	–	–	0.11%	56
2018 Q4	$300K	Hold	6,114	–	–	0.12%	59
2018 Q3	$345K	Hold	6,114	–	–	0.13%	44
2018 Q2	$328K	Hold	6,114	–	–	0.13%	44
2018 Q1	$325K	Hold	6,114	–	–	0.13%	47
2017 Q4	$339K	Hold	6,114	–	–	0.14%	42
2017 Q3	$320K	Hold	6,114	–	–	0.14%	43
2017 Q2	$311K	Hold	6,114	–	–	0.15%	42
2017 Q1	$309K	Hold	6,114	–	–	0.15%	43
2016 Q4	$300K	Hold	6,114	–	–	0.16%	45
2016 Q3	$282K	Hold	6,114	–	–	0.15%	46
2016 Q2	$274K	Hold	6,114	–	–	0.15%	48
2016 Q1	$262K	Hold	6,114	–	–	0.15%	48
2015 Q4	$260K	Hold	6,114	–	–	0.16%	48
2015 Q3	$248K	Hold	6,114	–	–	0.15%	50
2015 Q2	$275K	Hold	6,114	–	–	0.16%	47
2015 Q1	$275K	Buy	+6,114	New	+$275K	0.16%	44