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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$361K	Hold	3,196	–	–	0.05%	95
2025 Q4	$394K	Hold	3,196	–	–	0.05%	92
2025 Q3	$386K	Hold	3,196	–	–	0.05%	82
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%	-$126K	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%	-$9.54K	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	+$159K	0.09%	55

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Roble Belko & Company's IVW Position: Q1 2026 in Review

Roble Belko & Company held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,196 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #95.

Roble Belko & Company first reported a position in IVW in Q1 2015 and has held it in 45 quarters since. The position peaked at $443K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Roble Belko & Company held 3,196 shares of iShares S&P 500 Growth ETF worth $361K as of Q1 2026.
Roble Belko & Company left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.05% of Roble Belko & Company's portfolio in Q1 2026, its #95 holding.
Roble Belko & Company first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's iShares S&P 500 Growth ETF position peaked at $443K in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.