FAM
Forte Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Hold |
1,855
| – | – | 0.32% | 52 |
|
|
2025
Q1 | $569K | Hold |
1,855
| – | – | 0.29% | 53 |
|
|
2024
Q4 | $598K | Hold |
1,855
| – | – | 0.32% | 49 |
|
|
2024
Q3 | $583K | Hold |
1,855
| – | – | 0.31% | 48 |
|
|
2024
Q2 | $552K | Hold |
1,855
| – | – | 0.33% | 46 |
|
|
2024
Q1 | $534K | Hold |
1,855
| – | – | 0.32% | 43 |
|
|
2023
Q4 | $486K | Hold |
1,855
| – | – | 0.33% | 42 |
|
|
2023
Q3 | $438K | Hold |
1,855
| – | – | 0.29% | 41 |
|
|
2023
Q2 | $452K | Hold |
1,855
| – | – | 0.29% | 47 |
|
|
2023
Q1 | $418K | Hold |
1,855
| – | – | 0.28% | 49 |
|
|
2022
Q4 | $391K | Hold |
1,855
| – | – | 0.25% | 52 |
|
|
2022
Q3 | $366K | Hold |
1,855
| – | – | 0.24% | 54 |
|
|
2022
Q2 | $385K | Buy |
+1,855
| New | +$385K | 0.27% | 54 |
|