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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$333K	Hold	1,835	–	–	0.04%	100
2025 Q4	$366K	Sell	1,835 -92	-5%	-$18.4K	0.05%	95
2025 Q3	$377K	Sell	1,927 -276	-13%	-$50.5K	0.05%	85
2025 Q2	$382K	Buy	2,203 +368	+20%	+$55.8K	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%	-$80	0.04%	95
2020 Q3	$138K	Hold	1,836	–	–	0.04%	96
2020 Q2	$124K	Buy	1,836 +4	+0.2%	+$241	0.04%	100
2020 Q1	$94K	Buy	1,832 +832	+83%	+$48.2K	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%	-$32.5K	0.03%	91
2016 Q4	$79K	Buy	2,640 +2,000	+313%	+$59.6K	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	+$16.8K	0.01%	142

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Roble Belko & Company held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,835 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #100.

Roble Belko & Company first reported a position in IYW in Q1 2015 and has held it in 45 quarters since. The position peaked at $382K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Roble Belko & Company held 1,835 shares of iShares US Technology ETF worth $333K as of Q1 2026.
Roble Belko & Company left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.04% of Roble Belko & Company's portfolio in Q1 2026, its #100 holding.
Roble Belko & Company first reported a position in iShares US Technology ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's iShares US Technology ETF position peaked at $382K in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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