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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.94M	Sell	19,952 -138	-0.7%	-$13.8K	0.25%	45
2025 Q4	$1.93M	Sell	20,090 -313	-2%	-$30.1K	0.25%	38
2025 Q3	$1.97M	Hold	20,403	–	–	0.27%	37
2025 Q2	$1.88M	Buy	20,403 +100	+0.5%	+$8.64K	0.27%	40
2025 Q1	$1.73M	Hold	20,303	–	–	0.28%	41
2024 Q4	$1.79M	Buy	20,303 +16,984	+512%	+$1.54M	0.29%	40
2024 Q3	$293K	Sell	3,319 -847	-20%	-$71.4K	0.05%	89
2024 Q2	$338K	Sell	4,166 -322	-7%	-$26.2K	0.06%	84
2024 Q1	$377K	Hold	4,488	–	–	0.06%	80
2023 Q4	$349K	Hold	4,488	–	–	0.07%	71
2023 Q3	$311K	Hold	4,488	–	–	0.06%	73
2023 Q2	$328K	Hold	4,488	–	–	0.07%	71
2023 Q1	$314K	Sell	4,488 -774	-15%	-$54.6K	0.06%	73
2022 Q4	$355K	Hold	5,262	–	–	0.08%	74
2022 Q3	$327K	Hold	5,262	–	–	0.08%	73
2022 Q2	$340K	Hold	5,262	–	–	0.08%	70
2022 Q1	$411K	Hold	5,262	–	–	0.08%	68
2021 Q4	$437K	Hold	5,262	–	–	0.08%	65
2021 Q3	$412K	Hold	5,262	–	–	0.08%	59
2021 Q2	$417K	Hold	5,262	–	–	0.09%	62
2021 Q1	$389K	Hold	5,262	–	–	0.09%	60
2020 Q4	$361K	Hold	5,262	–	–	0.09%	61
2020 Q3	$302K	Hold	5,262	–	–	0.09%	64
2020 Q2	$282K	Hold	5,262	–	–	0.08%	67
2020 Q1	$227K	Hold	5,262	–	–	0.07%	83
2019 Q4	$314K	Hold	5,262	–	–	0.09%	70
2019 Q3	$294K	Hold	5,262	–	–	0.09%	64
2019 Q2	$294K	Hold	5,262	–	–	0.09%	64
2019 Q1	$284K	Buy	5,262 +3,565	+210%	+$185K	0.1%	62
2018 Q4	$79K	Buy	+1,697	New	+$85.6K	0.03%	95

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Roble Belko & Company's IWR Position: Q1 2026 in Review

Roble Belko & Company reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.69% in Q1 2026, selling an estimated $13.8K and leaving 19,952 shares worth $1.94M. The position accounts for 0.25% of the portfolio, ranked #45.

Roble Belko & Company first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.97M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Roble Belko & Company held 19,952 shares of iShares Russell Mid-Cap ETF worth $1.94M as of Q1 2026.
Roble Belko & Company sold 138 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $13.8K.
iShares Russell Mid-Cap ETF made up 0.25% of Roble Belko & Company's portfolio in Q1 2026, its #45 holding.
Roble Belko & Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Roble Belko & Company's iShares Russell Mid-Cap ETF position peaked at $1.97M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.