Forte Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.85M | Buy |
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|
2024
Q4 | $2.5M | Sell |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $4.04M | Buy |
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|
2023
Q4 | $3.73M | Buy |
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|
2023
Q3 | $860K | Sell |
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|
2023
Q2 | $973K | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $4.16M | Sell |
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|
2022
Q3 | $4.33M | Sell |
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|
2022
Q2 | $4.72M | Buy |
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