Roble Belko & Company’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.4M	Hold	36,119	–	–	1.66%	16
2026 Q1	$13.4M	Hold	36,119	–	–	1.7%	17
2025 Q4	$14M	Sell	36,119 -231	-0.6%	-$88.6K	1.83%	16
2025 Q3	$13.8M	Hold	36,350	–	–	1.87%	16
2025 Q2	$12.8M	Sell	36,350 -761	-2%	-$247K	1.86%	16
2025 Q1	$11.8M	Sell	37,111 -125	-0.3%	-$41.9K	1.88%	16
2024 Q4	$12.4M	Hold	37,236	–	–	1.98%	16
2024 Q3	$12.2M	Hold	37,236	–	–	1.92%	16
2024 Q2	$11.5M	Sell	37,236 -8	-0%	-$2.39K	1.92%	16
2024 Q1	$11.2M	Sell	37,244 -685	-2%	-$195K	1.92%	16
2023 Q4	$10.4M	Hold	37,929	–	–	1.95%	18
2023 Q3	$9.29M	Hold	37,929	–	–	1.9%	18
2023 Q2	$9.65M	Hold	37,929	–	–	1.91%	19
2023 Q1	$8.93M	Hold	37,929	–	–	1.82%	20
2022 Q4	$8.37M	Hold	37,929	–	–	1.78%	19
2022 Q3	$7.85M	Sell	37,929 -749	-2%	-$172K	1.91%	19
2022 Q2	$8.41M	Hold	38,678	–	–	1.91%	19
2022 Q1	$10.1M	Sell	38,678 -245	-0.6%	-$63.4K	1.93%	19
2021 Q4	$10.8M	Hold	38,923	–	–	2.03%	17
2021 Q3	$9.92M	Sell	38,923 -58	-0.1%	-$15.2K	2.04%	18
2021 Q2	$9.98M	Hold	38,981	–	–	2.26%	15
2021 Q1	$9.25M	Hold	38,981	–	–	2.23%	16
2020 Q4	$8.71M	Hold	38,981	–	–	2.27%	16
2020 Q3	$7.63M	Hold	38,981	–	–	2.24%	15
2020 Q2	$7.02M	Hold	38,981	–	–	2.1%	15
2020 Q1	$5.78M	Sell	38,981 -133	-0.3%	-$23.7K	1.87%	17
2019 Q4	$7.37M	Hold	39,114	–	–	2.04%	15
2019 Q3	$6.8M	Hold	39,114	–	–	2%	15
2019 Q2	$6.74M	Sell	39,114 -40	-0.1%	-$6.78K	2.08%	14
2019 Q1	$6.53M	Hold	39,154	–	–	2.24%	14
2018 Q4	$5.75M	Sell	39,154 -54	-0.1%	-$8.58K	2.21%	14
2018 Q3	$6.75M	Hold	39,208	–	–	2.46%	15
2018 Q2	$6.36M	Hold	39,208	–	–	2.42%	14
2018 Q1	$6.13M	Hold	39,208	–	–	2.38%	13
2017 Q4	$6.2M	Hold	39,208	–	–	2.53%	14
2017 Q3	$5.85M	Hold	39,208	–	–	2.59%	15
2017 Q2	$5.65M	Hold	39,208	–	–	2.71%	14
2017 Q1	$5.49M	Hold	39,208	–	–	2.71%	14
2016 Q4	$5.21M	Sell	39,208 -480	-1%	-$62.2K	2.73%	14
2016 Q3	$5.09M	Sell	39,688 -4,905	-11%	-$627K	2.72%	13
2016 Q2	$5.53M	Sell	44,593 -2,062	-4%	-$252K	3.06%	12
2016 Q1	$5.64M	Hold	46,655	–	–	3.19%	12
2015 Q4	$5.61M	Hold	46,655	–	–	3.38%	10
2015 Q3	$5.31M	Buy	46,655 +738	+2%	+$89.3K	3.26%	11
2015 Q2	$5.69M	Hold	45,917	–	–	3.3%	10
2015 Q1	$5.69M	Buy	+45,917	New	+$5.66M	3.33%	10

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Roble Belko & Company's IWV Position: Q2 2026 in Review

Roble Belko & Company held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 36,119 shares worth $15.4M. The position accounts for 1.66% of the portfolio, ranked #16.

Roble Belko & Company first reported a position in IWV in Q1 2015 and has held it in 46 quarters since. 451 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Roble Belko & Company held 36,119 shares of iShares Russell 3000 ETF worth $15.4M as of Q2 2026.
Roble Belko & Company left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 1.66% of Roble Belko & Company's portfolio in Q2 2026, its #16 holding.
Roble Belko & Company first reported a position in iShares Russell 3000 ETF in Q1 2015 and has held it in 46 quarters since.
451 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.