Roble Belko & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Hold |
51,969
| – | – | 3.21% | 11 |
|
|
2025
Q1 | $18.8M | Sell |
51,969
-238
| -0.5% | -$85.9K | 2.99% | 11 |
|
|
2024
Q4 | $21M | Hold |
52,207
| – | – | 3.33% | 10 |
|
|
2024
Q3 | $19.6M | Sell |
52,207
-39
| -0.1% | -$14.6K | 3.09% | 11 |
|
|
2024
Q2 | $19M | Sell |
52,246
-634
| -1% | -$231K | 3.19% | 11 |
|
|
2024
Q1 | $17.8M | Hold |
52,880
| – | – | 3.06% | 11 |
|
|
2023
Q4 | $16M | Buy |
52,880
+412
| +0.8% | +$125K | 3.01% | 11 |
|
|
2023
Q3 | $14M | Sell |
52,468
-25
| -0% | -$6.65K | 2.85% | 12 |
|
|
2023
Q2 | $14.4M | Sell |
52,493
-495
| -0.9% | -$136K | 2.87% | 13 |
|
|
2023
Q1 | $12.9M | Sell |
52,988
-338
| -0.6% | -$82.6K | 2.65% | 13 |
|
|
2022
Q4 | $11.4M | Hold |
53,326
| – | – | 2.43% | 12 |
|
|
2022
Q3 | $11.2M | Hold |
53,326
| – | – | 2.73% | 12 |
|
|
2022
Q2 | $11.7M | Sell |
53,326
-226
| -0.4% | -$49.4K | 2.65% | 15 |
|
|
2022
Q1 | $14.9M | Sell |
53,552
-120
| -0.2% | -$33.3K | 2.83% | 14 |
|
|
2021
Q4 | $16.4M | Hold |
53,672
| – | – | 3.08% | 12 |
|
|
2021
Q3 | $14.7M | Sell |
53,672
-242
| -0.4% | -$66.3K | 3.03% | 13 |
|
|
2021
Q2 | $14.6M | Sell |
53,914
-1,098
| -2% | -$298K | 3.31% | 11 |
|
|
2021
Q1 | $13.4M | Sell |
55,012
-893
| -2% | -$217K | 3.23% | 10 |
|
|
2020
Q4 | $13.5M | Buy |
55,905
+145
| +0.3% | +$35K | 3.51% | 9 |
|
|
2020
Q3 | $12.1M | Hold |
55,760
| – | – | 3.55% | 9 |
|
|
2020
Q2 | $10.7M | Hold |
55,760
| – | – | 3.21% | 10 |
|
|
2020
Q1 | $8.4M | Buy |
55,760
+266
| +0.5% | +$40.1K | 2.72% | 12 |
|
|
2019
Q4 | $9.76M | Hold |
55,494
| – | – | 2.7% | 12 |
|
|
2019
Q3 | $8.86M | Hold |
55,494
| – | – | 2.6% | 12 |
|
|
2019
Q2 | $8.73M | Buy |
55,494
+29
| +0.1% | +$4.56K | 2.7% | 12 |
|
|
2019
Q1 | $8.4M | Buy |
55,465
+350
| +0.6% | +$53K | 2.88% | 12 |
|
|
2018
Q4 | $7.22M | Buy |
55,115
+242
| +0.4% | +$31.7K | 2.77% | 12 |
|
|
2018
Q3 | $8.56M | Hold |
54,873
| – | – | 3.12% | 12 |
|
|
2018
Q2 | $7.89M | Hold |
54,873
| – | – | 3.01% | 12 |
|
|
2018
Q1 | $7.47M | Sell |
54,873
-1,850
| -3% | -$252K | 2.9% | 11 |
|
|
2017
Q4 | $7.64M | Sell |
56,723
-1,155
| -2% | -$156K | 3.12% | 12 |
|
|
2017
Q3 | $7.24M | Sell |
57,878
-165
| -0.3% | -$20.6K | 3.21% | 11 |
|
|
2017
Q2 | $6.91M | Sell |
58,043
-243
| -0.4% | -$28.9K | 3.31% | 11 |
|
|
2017
Q1 | $6.63M | Hold |
58,286
| – | – | 3.28% | 11 |
|
|
2016
Q4 | $6.11M | Sell |
58,286
-976
| -2% | -$102K | 3.2% | 11 |
|
|
2016
Q3 | $6.17M | Hold |
59,262
| – | – | 3.3% | 10 |
|
|
2016
Q2 | $5.95M | Sell |
59,262
-320
| -0.5% | -$32.1K | 3.29% | 11 |
|
|
2016
Q1 | $5.95M | Hold |
59,582
| – | – | 3.36% | 10 |
|
|
2015
Q4 | $5.93M | Sell |
59,582
-297
| -0.5% | -$29.5K | 3.57% | 8 |
|
|
2015
Q3 | $5.57M | Hold |
59,879
| – | – | 3.41% | 10 |
|
|
2015
Q2 | $5.93M | Buy |
59,879
+5
| +0% | +$495 | 3.44% | 8 |
|
|
2015
Q1 | $5.92M | Buy |
+59,874
| New | +$5.92M | 3.47% | 9 |
|