SEC 13F Intelligence

Roble, Belko & Company, Inc / IWV

Roble, Belko & Company, Inc’s Ishares Tr Position

Does Roble, Belko & Company, Inc own Ishares Tr (IWV)? Yes — 36.1K shares worth $13M (+1.70% of its 13F portfolio) as of Q1 2026.

Position Value
$13M
Q1 2026
Shares
36.1K
% of Portfolio
+1.70%
Quarters Held
30
currently held

Position History IWV

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ3 ’25: $14MQ4 ’25: $14MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.1K$13M+1.70%
Q4 202536.1K$14M+1.83%
Q3 202536.4K$14M+1.87%
Q2 202536.4K$13M+1.86%
Q1 202537.1K$12M+1.88%
Q4 202437.2K$12M+1.98%
Q3 202437.2K$12M+1.92%
Q2 202437.2K$11M+1.92%
Q1 202437.2K$11M+1.92%
Q4 202337.9K$10M+1.95%
Q3 202337.9K$9M+1.90%
Q2 202337.9K$10M+1.91%
Q1 202337.9K$9M+1.82%
Q4 202237.9K$8M+1.78%
Q3 202237.9K$8M+1.91%
Q2 202238.7K$8M+1.91%
Q1 202238.7K$10M+1.93%
Q4 202138.9K$11M+2.03%
Q3 202138.9K$10M+2.04%
Q2 202139.0K$10M+2.26%
Q1 202139.0K$9M+2.23%
Q4 202039.0K$9M+2.27%
Q3 202039.0K$8M+2.24%
Q2 202039.0K$7M+2.10%
Q1 202039.0K$6M+1.87%
Q4 201939.1K$7M+2.04%
Q3 201939.1K$7M+1.99%
Q2 201939.1K$7M+2.08%
Q1 201939.2K$7M+2.24%
Q4 201839.2K$6M+2.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Roble, Belko & Company, Inc’s full portfolio or all institutional holders of IWV.