Roble Belko & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $208K | Sell |
840
-60
| -7% | -$15.5K | 0.03% | 129 |
|
|
2025
Q4 | $222K | Hold |
900
| – | – | 0.03% | 118 |
|
|
2025
Q3 | $218K | Sell |
900
-13
| -1% | -$2.98K | 0.03% | 102 |
|
|
2025
Q2 | $197K | Buy |
913
+93
| +11% | +$18.7K | 0.03% | 111 |
|
|
2025
Q1 | $164K | Buy |
820
+228
| +39% | +$49.5K | 0.03% | 114 |
|
|
2024
Q4 | $131K | Hold |
592
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $131K | Hold |
592
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $120K | Hold |
592
| – | – | 0.02% | 123 |
|
|
2024
Q1 | $124K | Sell |
592
-335
| -36% | -$66.8K | 0.02% | 126 |
|
|
2023
Q4 | $186K | Hold |
927
| – | – | 0.04% | 95 |
|
|
2023
Q3 | $164K | Buy |
927
+92
| +11% | +$17.3K | 0.03% | 96 |
|
|
2023
Q2 | $156K | Hold |
835
| – | – | 0.03% | 98 |
|
|
2023
Q1 | $149K | Hold |
835
| – | – | 0.03% | 108 |
|
|
2022
Q4 | $146K | Hold |
835
| – | – | 0.03% | 106 |
|
|
2022
Q3 | $138K | Hold |
835
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $141K | Hold |
835
| – | – | 0.03% | 111 |
|
|
2022
Q1 | $171K | Hold |
835
| – | – | 0.03% | 115 |
|
|
2021
Q4 | $186K | Hold |
835
| – | – | 0.03% | 108 |
|
|
2021
Q3 | $183K | Hold |
835
| – | – | 0.04% | 97 |
|
|
2021
Q2 | $192K | Hold |
835
| – | – | 0.04% | 102 |
|
|
2021
Q1 | $184K | Hold |
835
| – | – | 0.04% | 98 |
|
|
2020
Q4 | $164K | Hold |
835
| – | – | 0.04% | 92 |
|
|
2020
Q3 | $125K | Hold |
835
| – | – | 0.04% | 101 |
|
|
2020
Q2 | $120K | Hold |
835
| – | – | 0.04% | 104 |
|
|
2020
Q1 | $96K | Hold |
835
| – | – | 0.03% | 117 |
|
|
2019
Q4 | $138K | Hold |
835
| – | – | 0.04% | 114 |
|
|
2019
Q3 | $126K | Hold |
835
| – | – | 0.04% | 112 |
|
|
2019
Q2 | $130K | Hold |
835
| – | – | 0.04% | 107 |
|
|
2019
Q1 | $128K | Hold |
835
| – | – | 0.04% | 88 |
|
|
2018
Q4 | $112K | Buy |
835
+335
| +67% | +$50K | 0.04% | 87 |
|
|
2018
Q3 | $84K | Hold |
500
| – | – | 0.03% | 83 |
|
|
2018
Q2 | $82K | Hold |
500
| – | – | 0.03% | 85 |
|
|
2018
Q1 | $76K | Hold |
500
| – | – | 0.03% | 97 |
|
|
2017
Q4 | $76K | Hold |
500
| – | – | 0.03% | 92 |
|
|
2017
Q3 | $74K | Hold |
500
| – | – | 0.03% | 84 |
|
|
2017
Q2 | $70K | Hold |
500
| – | – | 0.03% | 88 |
|
|
2017
Q1 | $69K | Hold |
500
| – | – | 0.03% | 87 |
|
|
2016
Q4 | $67K | Buy |
+500
| New | +$63.9K | 0.04% | 88 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | -$1K | – | 248 |
|
|
2015
Q1 | $1K | Buy |
+10
| New | +$1.21K | ﹤0.01% | 230 |
|
Other funds holding IWM
Roble Belko & Company's IWM Position: Q1 2026 in Review
Roble Belko & Company reduced its iShares Russell 2000 ETF (IWM) stake by 6.7% in Q1 2026, selling an estimated $15.5K and leaving 840 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #129.
Roble Belko & Company first reported a position in IWM in Q1 2015 and has held it in 39 quarters since. The position peaked at $222K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Roble Belko & Company held 840 shares of iShares Russell 2000 ETF worth $208K as of Q1 2026.
- Roble Belko & Company sold 60 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15.5K.
- iShares Russell 2000 ETF made up 0.03% of Roble Belko & Company's portfolio in Q1 2026, its #129 holding.
- Roble Belko & Company first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 39 quarters since.
- Roble Belko & Company's iShares Russell 2000 ETF position peaked at $222K in Q4 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.