Roble Belko & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22M | Hold |
206,612
| – | – | 2.8% | 11 |
|
|
2025
Q4 | $24.4M | Hold |
206,612
| – | – | 3.2% | 10 |
|
|
2025
Q3 | $24.2M | Sell |
206,612
-1,264
| -0.6% | -$141K | 3.28% | 11 |
|
|
2025
Q2 | $22.1M | Hold |
207,876
| – | – | 3.21% | 11 |
|
|
2025
Q1 | $18.8M | Sell |
207,876
-952
| -0.5% | -$93.9K | 2.99% | 11 |
|
|
2024
Q4 | $21M | Hold |
208,828
| – | – | 3.33% | 10 |
|
|
2024
Q3 | $19.6M | Sell |
208,828
-156
| -0.1% | -$14.1K | 3.09% | 11 |
|
|
2024
Q2 | $19M | Sell |
208,984
-2,536
| -1% | -$217K | 3.19% | 11 |
|
|
2024
Q1 | $17.8M | Hold |
211,520
| – | – | 3.06% | 11 |
|
|
2023
Q4 | $16M | Buy |
211,520
+1,648
| +0.8% | +$117K | 3.01% | 11 |
|
|
2023
Q3 | $14M | Sell |
209,872
-100
| -0% | -$6.91K | 2.85% | 12 |
|
|
2023
Q2 | $14.4M | Sell |
209,972
-1,980
| -0.9% | -$126K | 2.87% | 13 |
|
|
2023
Q1 | $12.9M | Sell |
211,952
-1,352
| -0.6% | -$77.9K | 2.65% | 13 |
|
|
2022
Q4 | $11.4M | Hold |
213,304
| – | – | 2.43% | 12 |
|
|
2022
Q3 | $11.2M | Hold |
213,304
| – | – | 2.73% | 12 |
|
|
2022
Q2 | $11.7M | Sell |
213,304
-904
| -0.4% | -$54.3K | 2.65% | 15 |
|
|
2022
Q1 | $14.9M | Sell |
214,208
-480
| -0.2% | -$32.8K | 2.83% | 14 |
|
|
2021
Q4 | $16.4M | Hold |
214,688
| – | – | 3.08% | 12 |
|
|
2021
Q3 | $14.7M | Sell |
214,688
-968
| -0.4% | -$68.5K | 3.03% | 13 |
|
|
2021
Q2 | $14.6M | Sell |
215,656
-4,392
| -2% | -$283K | 3.31% | 11 |
|
|
2021
Q1 | $13.4M | Sell |
220,048
-3,572
| -2% | -$217K | 3.23% | 10 |
|
|
2020
Q4 | $13.5M | Buy |
223,620
+580
| +0.3% | +$33K | 3.51% | 9 |
|
|
2020
Q3 | $12.1M | Hold |
223,040
| – | – | 3.55% | 9 |
|
|
2020
Q2 | $10.7M | Hold |
223,040
| – | – | 3.21% | 10 |
|
|
2020
Q1 | $8.4M | Buy |
223,040
+1,064
| +0.5% | +$45.9K | 2.72% | 12 |
|
|
2019
Q4 | $9.76M | Hold |
221,976
| – | – | 2.7% | 12 |
|
|
2019
Q3 | $8.86M | Hold |
221,976
| – | – | 2.6% | 12 |
|
|
2019
Q2 | $8.73M | Buy |
221,976
+116
| +0.1% | +$4.49K | 2.7% | 12 |
|
|
2019
Q1 | $8.39M | Buy |
221,860
+1,400
| +0.6% | +$50.3K | 2.88% | 12 |
|
|
2018
Q4 | $7.21M | Buy |
220,460
+968
| +0.4% | +$34.1K | 2.77% | 12 |
|
|
2018
Q3 | $8.56M | Hold |
219,492
| – | – | 3.12% | 12 |
|
|
2018
Q2 | $7.89M | Hold |
219,492
| – | – | 3.01% | 12 |
|
|
2018
Q1 | $7.47M | Sell |
219,492
-7,400
| -3% | -$259K | 2.9% | 11 |
|
|
2017
Q4 | $7.64M | Sell |
226,892
-4,620
| -2% | -$151K | 3.12% | 12 |
|
|
2017
Q3 | $7.24M | Sell |
231,512
-660
| -0.3% | -$20.2K | 3.21% | 11 |
|
|
2017
Q2 | $6.91M | Sell |
232,172
-972
| -0.4% | -$28.5K | 3.31% | 11 |
|
|
2017
Q1 | $6.63M | Hold |
233,144
| – | – | 3.28% | 11 |
|
|
2016
Q4 | $6.11M | Sell |
233,144
-3,904
| -2% | -$101K | 3.2% | 11 |
|
|
2016
Q3 | $6.17M | Hold |
237,048
| – | – | 3.3% | 10 |
|
|
2016
Q2 | $5.95M | Sell |
237,048
-1,280
| -0.5% | -$32K | 3.29% | 11 |
|
|
2016
Q1 | $5.95M | Hold |
238,328
| – | – | 3.36% | 10 |
|
|
2015
Q4 | $5.93M | Sell |
238,328
-1,188
| -0.5% | -$29.6K | 3.57% | 8 |
|
|
2015
Q3 | $5.57M | Hold |
239,516
| – | – | 3.41% | 10 |
|
|
2015
Q2 | $5.93M | Buy |
239,516
+20
| +0% | +$503 | 3.44% | 8 |
|
|
2015
Q1 | $5.92M | Buy |
+239,496
| New | +$5.85M | 3.47% | 9 |
|
Other funds holding IWF
