FAM
Forte Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
27,574
+2,117
| +8% | +$411K | 2.73% | 14 |
|
|
2025
Q1 | $4.79M | Buy |
25,457
+1,553
| +6% | +$292K | 2.41% | 16 |
|
|
2024
Q4 | $4.43M | Sell |
23,904
-161
| -0.7% | -$29.8K | 2.35% | 17 |
|
|
2024
Q3 | $4.57M | Buy |
24,065
+3,252
| +16% | +$617K | 2.44% | 15 |
|
|
2024
Q2 | $3.63M | Buy |
20,813
+636
| +3% | +$111K | 2.14% | 18 |
|
|
2024
Q1 | $3.61M | Buy |
20,177
+9,218
| +84% | +$1.65M | 2.19% | 19 |
|
|
2023
Q4 | $1.81M | Buy |
+10,959
| New | +$1.81M | 1.24% | 27 |
|