Roble Belko & Company’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Hold |
17,183
| – | – | 0.85% | 24 |
|
|
2025
Q1 | $5.27M | Sell |
17,183
-21
| -0.1% | -$6.44K | 0.84% | 25 |
|
|
2024
Q4 | $5.54M | Hold |
17,204
| – | – | 0.88% | 24 |
|
|
2024
Q3 | $5.41M | Hold |
17,204
| – | – | 0.85% | 24 |
|
|
2024
Q2 | $5.12M | Sell |
17,204
-119
| -0.7% | -$35.4K | 0.86% | 23 |
|
|
2024
Q1 | $4.99M | Sell |
17,323
-10
| -0.1% | -$2.88K | 0.86% | 22 |
|
|
2023
Q4 | $4.55M | Sell |
17,333
-160
| -0.9% | -$42K | 0.85% | 24 |
|
|
2023
Q3 | $4.11M | Sell |
17,493
-220
| -1% | -$51.7K | 0.84% | 28 |
|
|
2023
Q2 | $4.32M | Sell |
17,713
-388
| -2% | -$94.6K | 0.86% | 27 |
|
|
2023
Q1 | $4.08M | Sell |
18,101
-327
| -2% | -$73.7K | 0.83% | 26 |
|
|
2022
Q4 | $3.88M | Hold |
18,428
| – | – | 0.82% | 29 |
|
|
2022
Q3 | $3.64M | Hold |
18,428
| – | – | 0.88% | 26 |
|
|
2022
Q2 | $3.83M | Hold |
18,428
| – | – | 0.87% | 26 |
|
|
2022
Q1 | $4.61M | Sell |
18,428
-979
| -5% | -$245K | 0.88% | 27 |
|
|
2021
Q4 | $5.13M | Sell |
19,407
-583
| -3% | -$154K | 0.96% | 24 |
|
|
2021
Q3 | $4.83M | Sell |
19,990
-700
| -3% | -$169K | 0.99% | 24 |
|
|
2021
Q2 | $5.01M | Sell |
20,690
-645
| -3% | -$156K | 1.13% | 23 |
|
|
2021
Q1 | $4.78M | Sell |
21,335
-104
| -0.5% | -$23.3K | 1.15% | 23 |
|
|
2020
Q4 | $4.54M | Sell |
21,439
-1,836
| -8% | -$389K | 1.18% | 23 |
|
|
2020
Q3 | $4.36M | Sell |
23,275
-1,159
| -5% | -$217K | 1.28% | 23 |
|
|
2020
Q2 | $4.2M | Sell |
24,434
-19,240
| -44% | -$3.3M | 1.26% | 22 |
|
|
2020
Q1 | $6.18M | Buy |
43,674
+23,170
| +113% | +$3.28M | 2% | 15 |
|
|
2019
Q4 | $3.66M | Sell |
20,504
-301
| -1% | -$53.7K | 1.01% | 23 |
|
|
2019
Q3 | $3.42M | Hold |
20,805
| – | – | 1% | 25 |
|
|
2019
Q2 | $3.39M | Hold |
20,805
| – | – | 1.05% | 21 |
|
|
2019
Q1 | $3.27M | Sell |
20,805
-2,081
| -9% | -$327K | 1.12% | 20 |
|
|
2018
Q4 | $3.17M | Buy |
22,886
+13,966
| +157% | +$1.94M | 1.22% | 20 |
|
|
2018
Q3 | $1.44M | Hold |
8,920
| – | – | 0.53% | 31 |
|
|
2018
Q2 | $1.36M | Hold |
8,920
| – | – | 0.52% | 29 |
|
|
2018
Q1 | $1.31M | Hold |
8,920
| – | – | 0.51% | 30 |
|
|
2017
Q4 | $1.33M | Hold |
8,920
| – | – | 0.54% | 25 |
|
|
2017
Q3 | $1.25M | Hold |
8,920
| – | – | 0.55% | 25 |
|
|
2017
Q2 | $1.21M | Hold |
8,920
| – | – | 0.58% | 25 |
|
|
2017
Q1 | $1.17M | Hold |
8,920
| – | – | 0.58% | 27 |
|
|
2016
Q4 | $1.11M | Hold |
8,920
| – | – | 0.58% | 28 |
|
|
2016
Q3 | $1.08M | Hold |
8,920
| – | – | 0.58% | 29 |
|
|
2016
Q2 | $1.04M | Hold |
8,920
| – | – | 0.58% | 27 |
|
|
2016
Q1 | $1.02M | Hold |
8,920
| – | – | 0.58% | 28 |
|
|
2015
Q4 | $1.01M | Hold |
8,920
| – | – | 0.61% | 30 |
|
|
2015
Q3 | $955K | Hold |
8,920
| – | – | 0.59% | 33 |
|
|
2015
Q2 | $1.04M | Hold |
8,920
| – | – | 0.6% | 32 |
|
|
2015
Q1 | $1.03M | Buy |
+8,920
| New | +$1.03M | 0.6% | 32 |
|