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 |
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|
2025
Q1 | $6.17M | Buy |
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $6.97M | Buy |
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|
2024
Q2 | $6.36M | Sell |
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|
2024
Q1 | $7.19M | Sell |
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|
2023
Q4 | $6.72M | Sell |
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|
2023
Q3 | $6.09M | Sell |
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|
2023
Q2 | $6.39M | Sell |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $7.08M | Buy |
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|
2022
Q3 | $5.82M | Sell |
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|
2022
Q2 | $6.27M | Buy |
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