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Ishares Tr shares owned by Roble, Belko & Company

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Roble, Belko & Company from 13F filings

Historical chart of Roble, Belko & Company investment in Ishares Tr

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All positions including Ishares Tr held by Roble, Belko & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Roble, Belko & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 15k 21.21
2024-03-31 $210k 10k 20.47
2023-12-31 $155k 7.4k 20.83

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Vanguard Index Fds Etf (VTI)
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Vanguard Bd Index Fds Etf (BND)
Vanguard Tax-managed Fds Etf (VEA)
Vanguard Intl Equity Index Etf (VEU)
Vanguard Whitehall Fds Etf (VYM)
Spdr S&p 500 Etf Tr Etf (SPY)
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Select Sector Spdr Tr Etf (XLK)
Ishares Tr Blackrock Ultra Etf (ICSH)
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Vanguard Index Fds Etf (VV)
Vanguard Scottsdale Etf (VGIT)
Schwab Strategic Tr Etf (SCHB)
Vanguard Index Fds Etf (VNQ)

View all positions for Roble, Belko & Company

Top funds holding Ishares Tr

Wells Fargo & Company
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Venture Visionary Partners
Morgan Stanley
Gateway Advisory
Raymond James Financial Services Advisors
Sigma Investment Counselors
Goss Wealth Management
Lido Advisors
Klingman & Associates
Arrow Financial Corp.
Envision Financial Planning
Sound View Wealth Advisors Group

View all funds holding Ishares Tr