Roble Belko & Company’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$197K	Buy	913 +93	+11%	+$20.1K	0.03%	111
2025 Q1	$164K	Buy	820 +228	+39%	+$45.6K	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%	-$70.2K	0.02%	126
2023 Q4	$186K	Hold	927	–	–	0.04%	95
2023 Q3	$164K	Buy	927 +92	+11%	+$16.3K	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%	+$44.9K	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	+$67K	0.04%	88
2015 Q2	–	Sell	-10	Closed	-$1K	–	248
2015 Q1	$1K	Buy	+10	New	+$1K	﹤0.01%	230