Roble Belko & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.97M | Hold |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.73M | Hold |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $377K | Hold |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $340K | Hold |
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|
2022
Q1 | $411K | Hold |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $412K | Hold |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $361K | Hold |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $282K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $79K | Buy |
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