Roble Belko & Company’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$382K	Buy	2,203 +368	+20%	+$63.8K	0.06%	85
2025 Q1	$258K	Hold	1,835	–	–	0.04%	96
2024 Q4	$293K	Hold	1,835	–	–	0.05%	94
2024 Q3	$278K	Hold	1,835	–	–	0.04%	92
2024 Q2	$276K	Hold	1,835	–	–	0.05%	90
2024 Q1	$248K	Hold	1,835	–	–	0.04%	93
2023 Q4	$225K	Hold	1,835	–	–	0.04%	83
2023 Q3	$193K	Hold	1,835	–	–	0.04%	89
2023 Q2	$200K	Hold	1,835	–	–	0.04%	88
2023 Q1	$170K	Hold	1,835	–	–	0.03%	103
2022 Q4	$137K	Hold	1,835	–	–	0.03%	110
2022 Q3	$135K	Hold	1,835	–	–	0.03%	108
2022 Q2	$147K	Hold	1,835	–	–	0.03%	109
2022 Q1	$189K	Hold	1,835	–	–	0.04%	104
2021 Q4	$211K	Hold	1,835	–	–	0.04%	97
2021 Q3	$186K	Hold	1,835	–	–	0.04%	96
2021 Q2	$182K	Hold	1,835	–	–	0.04%	105
2021 Q1	$161K	Hold	1,835	–	–	0.04%	103
2020 Q4	$156K	Sell	1,835 -1	-0.1%	-$85	0.04%	95
2020 Q3	$138K	Hold	1,836	–	–	0.04%	96
2020 Q2	$124K	Buy	1,836 +4	+0.2%	+$270	0.04%	100
2020 Q1	$94K	Buy	1,832 +832	+83%	+$42.7K	0.03%	118
2019 Q4	$58K	Hold	1,000	–	–	0.02%	147
2019 Q3	$51K	Hold	1,000	–	–	0.02%	144
2019 Q2	$49K	Hold	1,000	–	–	0.02%	147
2019 Q1	$48K	Hold	1,000	–	–	0.02%	119
2018 Q4	$40K	Hold	1,000	–	–	0.02%	118
2018 Q3	$49K	Hold	1,000	–	–	0.02%	105
2018 Q2	$45K	Hold	1,000	–	–	0.02%	113
2018 Q1	$42K	Hold	1,000	–	–	0.02%	133
2017 Q4	$41K	Hold	1,000	–	–	0.02%	124
2017 Q3	$37K	Hold	1,000	–	–	0.02%	104
2017 Q2	$35K	Sell	1,000 -640	-39%	-$22.4K	0.02%	101
2017 Q1	$55K	Sell	1,640 -1,000	-38%	-$33.5K	0.03%	91
2016 Q4	$79K	Buy	2,640 +2,000	+313%	+$59.8K	0.04%	80
2016 Q3	$19K	Hold	640	–	–	0.01%	170
2016 Q2	$17K	Hold	640	–	–	0.01%	160
2016 Q1	$17K	Hold	640	–	–	0.01%	141
2015 Q4	$17K	Hold	640	–	–	0.01%	128
2015 Q3	$16K	Hold	640	–	–	0.01%	126
2015 Q2	$17K	Hold	640	–	–	0.01%	135
2015 Q1	$17K	Buy	+640	New	+$17K	0.01%	142