Roble Belko & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-286	Closed	-$34K	–	392
2024 Q3	$34K	Hold	286	–	–	0.01%	182
2024 Q2	$32K	Hold	286	–	–	0.01%	189
2024 Q1	$33K	Hold	286	–	–	0.01%	190
2023 Q4	$30K	Hold	286	–	–	0.01%	179
2023 Q3	$26K	Hold	286	–	–	0.01%	170
2023 Q2	$28K	Hold	286	–	–	0.01%	170
2023 Q1	$26K	Sell	286 -240	-46%	-$21.4K	0.01%	187
2022 Q4	$44K	Hold	526	–	–	0.01%	158
2022 Q3	$41K	Hold	526	–	–	0.01%	157
2022 Q2	$42K	Hold	526	–	–	0.01%	157
2022 Q1	$53K	Hold	526	–	–	0.01%	159
2021 Q4	$61K	Buy	+526	New	+$61.3K	0.01%	148
2021 Q3	–	Sell	-240	Closed	-$27K	–	334
2021 Q2	$27K	Hold	240	–	–	0.01%	191
2021 Q1	$24K	Hold	240	–	–	0.01%	192
2020 Q4	$25K	Hold	240	–	–	0.01%	178
2020 Q3	$21K	Hold	240	–	–	0.01%	180
2020 Q2	$19K	Hold	240	–	–	0.01%	201
2020 Q1	$15K	Hold	240	–	–	﹤0.01%	215
2019 Q4	$18K	Hold	240	–	–	0.01%	224
2019 Q3	$17K	Hold	240	–	–	0.01%	218
2019 Q2	$17K	Buy	+240	New	+$16.7K	0.01%	215

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Roble Belko & Company's IWP Position: Q4 2024 in Review

Roble Belko & Company sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2024, closing a stake of 286 shares — an estimated $34K sold.

Roble Belko & Company first reported a position in IWP in Q2 2019 and held it in 21 quarters. The position peaked at $61K in Q4 2021. 1,137 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

Roble Belko & Company reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Roble Belko & Company sold 286 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $34K.
Roble Belko & Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 21 quarters.
Roble Belko & Company's iShares Russell Mid-Cap Growth ETF position peaked at $61K in Q4 2021.
1,137 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

Based on Roble Belko & Company's 13F filing for Q4 2024, filed 14 Jan 2025.