Roble Belko & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$760K	Hold	3,559	–	–	0.1%	70
2025 Q4	$749K	Sell	3,559 -146	-4%	-$30.2K	0.1%	63
2025 Q3	$754K	Hold	3,705	–	–	0.1%	60
2025 Q2	$720K	Hold	3,705	–	–	0.1%	67
2025 Q1	$697K	Hold	3,705	–	–	0.11%	67
2024 Q4	$686K	Hold	3,705	–	–	0.11%	65
2024 Q3	$703K	Sell	3,705 -145	-4%	-$26.4K	0.11%	64
2024 Q2	$672K	Hold	3,850	–	–	0.11%	62
2024 Q1	$690K	Hold	3,850	–	–	0.12%	61
2023 Q4	$636K	Hold	3,850	–	–	0.12%	56
2023 Q3	$585K	Sell	3,850 -196	-5%	-$31.1K	0.12%	58
2023 Q2	$639K	Hold	4,046	–	–	0.13%	54
2023 Q1	$616K	Hold	4,046	–	–	0.13%	58
2022 Q4	$614K	Hold	4,046	–	–	0.13%	58
2022 Q3	$550K	Hold	4,046	–	–	0.13%	55
2022 Q2	$587K	Hold	4,046	–	–	0.13%	55
2022 Q1	$672K	Hold	4,046	–	–	0.13%	55
2021 Q4	$679K	Hold	4,046	–	–	0.13%	53
2021 Q3	$633K	Hold	4,046	–	–	0.13%	51
2021 Q2	$642K	Hold	4,046	–	–	0.15%	53
2021 Q1	$613K	Buy	4,046 +448	+12%	+$64.8K	0.15%	50
2020 Q4	$492K	Hold	3,598	–	–	0.13%	52
2020 Q3	$425K	Hold	3,598	–	–	0.12%	53
2020 Q2	$405K	Sell	3,598 -192	-5%	-$21.1K	0.12%	53
2020 Q1	$376K	Buy	3,790 +192	+5%	+$23.9K	0.12%	58
2019 Q4	$491K	Sell	3,598 -150	-4%	-$19.8K	0.14%	56
2019 Q3	$481K	Hold	3,748	–	–	0.14%	52
2019 Q2	$477K	Buy	3,748 +196	+6%	+$24.5K	0.15%	50
2019 Q1	$439K	Buy	3,552 +343	+11%	+$41.2K	0.15%	50
2018 Q4	$356K	Buy	3,209 +264	+9%	+$31.6K	0.14%	53
2018 Q3	$373K	Hold	2,945	–	–	0.14%	43
2018 Q2	$357K	Hold	2,945	–	–	0.14%	43
2018 Q1	$353K	Hold	2,945	–	–	0.14%	43
2017 Q4	$366K	Hold	2,945	–	–	0.15%	41
2017 Q3	$349K	Hold	2,945	–	–	0.15%	39
2017 Q2	$343K	Hold	2,945	–	–	0.16%	40
2017 Q1	$338K	Hold	2,945	–	–	0.17%	41
2016 Q4	$330K	Hold	2,945	–	–	0.17%	42
2016 Q3	$311K	Hold	2,945	–	–	0.17%	43
2016 Q2	$304K	Hold	2,945	–	–	0.17%	45
2016 Q1	$291K	Hold	2,945	–	–	0.16%	45
2015 Q4	$288K	Hold	2,945	–	–	0.17%	45
2015 Q3	$275K	Hold	2,945	–	–	0.17%	48
2015 Q2	$304K	Hold	2,945	–	–	0.18%	46
2015 Q1	$304K	Buy	+2,945	New	+$305K	0.18%	43

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Roble Belko & Company held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 3,559 shares worth $760K. The position accounts for 0.1% of the portfolio, ranked #70.

Roble Belko & Company first reported a position in IWD in Q1 2015 and has held it in 45 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Roble Belko & Company held 3,559 shares of iShares Russell 1000 Value ETF worth $760K as of Q1 2026.
Roble Belko & Company left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.1% of Roble Belko & Company's portfolio in Q1 2026, its #70 holding.
Roble Belko & Company first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 45 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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