Roble Belko & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $754K | Hold |
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|
2025
Q2 | $720K | Hold |
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|
2025
Q1 | $697K | Hold |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $703K | Sell |
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|
2024
Q2 | $672K | Hold |
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|
2024
Q1 | $690K | Hold |
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|
2023
Q4 | $636K | Hold |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $639K | Hold |
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|
2023
Q1 | $616K | Hold |
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|
2022
Q4 | $614K | Hold |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $587K | Hold |
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|
2022
Q1 | $672K | Hold |
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|
2021
Q4 | $679K | Hold |
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|
2021
Q3 | $633K | Hold |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $492K | Hold |
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|
2020
Q3 | $425K | Hold |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q4 | $491K | Sell |
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|
2019
Q3 | $481K | Hold |
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|
2019
Q2 | $477K | Buy |
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|
2019
Q1 | $439K | Buy |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $373K | Hold |
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|
2018
Q2 | $357K | Hold |
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|
2018
Q1 | $353K | Hold |
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|
2017
Q4 | $366K | Hold |
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|
2017
Q3 | $349K | Hold |
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|
2017
Q2 | $343K | Hold |
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|
2017
Q1 | $338K | Hold |
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|
2016
Q4 | $330K | Hold |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $304K | Hold |
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|
2016
Q1 | $291K | Hold |
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|
2015
Q4 | $288K | Hold |
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|
2015
Q3 | $275K | Hold |
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|
2015
Q2 | $304K | Hold |
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|
2015
Q1 | $304K | Buy |
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