Forte Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.39M Sell
2025
Q1
$6.17M Buy
2024
Q4
$6.22M Sell
2024
Q3
$6.97M Buy
2024
Q2
$6.36M Sell
2024
Q1
$7.19M Sell
2023
Q4
$6.72M Sell
2023
Q3
$6.09M Sell
2023
Q2
$6.39M Sell
2023
Q1
$6.83M Sell
2022
Q4
$7.08M Buy
2022
Q3
$5.82M Sell
2022
Q2
$6.27M Buy