Roble Belko & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Hold	3,196	–	–	0.05%	88
2025 Q1	$297K	Hold	3,196	–	–	0.05%	92
2024 Q4	$324K	Hold	3,196	–	–	0.05%	90
2024 Q3	$306K	Hold	3,196	–	–	0.05%	88
2024 Q2	$296K	Hold	3,196	–	–	0.05%	87
2024 Q1	$270K	Hold	3,196	–	–	0.05%	89
2023 Q4	$240K	Hold	3,196	–	–	0.05%	81
2023 Q3	$219K	Hold	3,196	–	–	0.04%	81
2023 Q2	$225K	Hold	3,196	–	–	0.04%	80
2023 Q1	$204K	Hold	3,196	–	–	0.04%	92
2022 Q4	$187K	Sell	3,196 -2,100	-40%	-$123K	0.04%	97
2022 Q3	$306K	Hold	5,296	–	–	0.07%	75
2022 Q2	$320K	Hold	5,296	–	–	0.07%	71
2022 Q1	$405K	Hold	5,296	–	–	0.08%	70
2021 Q4	$443K	Hold	5,296	–	–	0.08%	64
2021 Q3	$391K	Hold	5,296	–	–	0.08%	60
2021 Q2	$385K	Hold	5,296	–	–	0.09%	66
2021 Q1	$345K	Hold	5,296	–	–	0.08%	65
2020 Q4	$338K	Hold	5,296	–	–	0.09%	63
2020 Q3	$306K	Hold	5,296	–	–	0.09%	62
2020 Q2	$275K	Hold	5,296	–	–	0.08%	68
2020 Q1	$219K	Hold	5,296	–	–	0.07%	84
2019 Q4	$256K	Hold	5,296	–	–	0.07%	80
2019 Q3	$238K	Hold	5,296	–	–	0.07%	78
2019 Q2	$237K	Hold	5,296	–	–	0.07%	78
2019 Q1	$228K	Hold	5,296	–	–	0.08%	76
2018 Q4	$199K	Hold	5,296	–	–	0.08%	75
2018 Q3	$235K	Hold	5,296	–	–	0.09%	57
2018 Q2	$215K	Hold	5,296	–	–	0.08%	61
2018 Q1	$205K	Hold	5,296	–	–	0.08%	61
2017 Q4	$202K	Hold	5,296	–	–	0.08%	60
2017 Q3	$190K	Hold	5,296	–	–	0.08%	58
2017 Q2	$181K	Hold	5,296	–	–	0.09%	52
2017 Q1	$174K	Hold	5,296	–	–	0.09%	54
2016 Q4	$161K	Sell	5,296 -316	-6%	-$9.61K	0.08%	54
2016 Q3	$171K	Hold	5,612	–	–	0.09%	51
2016 Q2	$164K	Hold	5,612	–	–	0.09%	52
2016 Q1	$163K	Hold	5,612	–	–	0.09%	51
2015 Q4	$162K	Hold	5,612	–	–	0.1%	53
2015 Q3	$151K	Hold	5,612	–	–	0.09%	56
2015 Q2	$160K	Hold	5,612	–	–	0.09%	58
2015 Q1	$160K	Buy	+5,612	New	+$160K	0.09%	55