Forte Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Hold |
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|
2025
Q1 | $569K | Hold |
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|
2024
Q4 | $598K | Hold |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $552K | Hold |
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|
2024
Q1 | $534K | Hold |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $366K | Hold |
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|
2022
Q2 | $385K | Buy |
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