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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$43K	–	310
2022 Q4	$43K	Hold	200	–	–	0.01%	162
2022 Q3	$41K	Hold	200	–	–	0.01%	156
2022 Q2	$41K	Hold	200	–	–	0.01%	159
2022 Q1	$51K	Hold	200	–	–	0.01%	161
2021 Q4	$59K	Hold	200	–	–	0.01%	150
2021 Q3	$59K	Hold	200	–	–	0.01%	138
2021 Q2	$62K	Hold	200	–	–	0.01%	148
2021 Q1	$60K	Hold	200	–	–	0.01%	139
2020 Q4	$57K	Hold	200	–	–	0.01%	128
2020 Q3	$44K	Hold	200	–	–	0.01%	138
2020 Q2	$41K	Hold	200	–	–	0.01%	150
2020 Q1	$32K	Hold	200	–	–	0.01%	160
2019 Q4	$43K	Hold	200	–	–	0.01%	157
2019 Q3	$39K	Hold	200	–	–	0.01%	154
2019 Q2	$40K	Hold	200	–	–	0.01%	155
2019 Q1	$39K	Buy	+200	New	+$38.1K	0.01%	127

Other funds holding IWO

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Roble Belko & Company's IWO Position: Q1 2023 in Review

Roble Belko & Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 200 shares — an estimated $43K sold.

Roble Belko & Company first reported a position in IWO in Q1 2019 and held it in 16 quarters. The position peaked at $62K in Q2 2021. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Roble Belko & Company reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Roble Belko & Company sold 200 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $43K.
Roble Belko & Company first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 16 quarters.
Roble Belko & Company's iShares Russell 2000 Growth ETF position peaked at $62K in Q2 2021.
814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Roble Belko & Company's 13F filing for Q1 2023, filed 10 May 2023.