Roble Belko & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
20,403
+100
| +0.5% | +$9.2K | 0.27% | 40 |
|
|
2025
Q1 | $1.73M | Hold |
20,303
| – | – | 0.28% | 41 |
|
|
2024
Q4 | $1.8M | Buy |
20,303
+16,984
| +512% | +$1.5M | 0.29% | 40 |
|
|
2024
Q3 | $293K | Sell |
3,319
-847
| -20% | -$74.8K | 0.05% | 89 |
|
|
2024
Q2 | $338K | Sell |
4,166
-322
| -7% | -$26.1K | 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% | -$54.2K | 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% | +$192K | 0.1% | 62 |
|
|
2018
Q4 | $79K | Buy |
+1,697
| New | +$79K | 0.03% | 95 |
|