FAM
Forte Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
11,750
+3,000
| +34% | +$330K | 0.66% | 41 |
|
|
2025
Q1 | $812K | Hold |
8,750
| – | – | 0.41% | 46 |
|
|
2024
Q4 | $888K | Hold |
8,750
| – | – | 0.47% | 44 |
|
|
2024
Q3 | $838K | Buy |
8,750
+2,350
| +37% | +$225K | 0.45% | 44 |
|
|
2024
Q2 | $592K | Buy |
+6,400
| New | +$592K | 0.35% | 44 |
|