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

Forte Asset Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,985
Closed -$257K – 67
2024
Q4 		$257K Hold
1,985
– – 0.14% 60
2024
Q3 		$263K Hold
1,985
– – 0.14% 62
2024
Q2 		$240K Hold
1,985
– – 0.14% 60
2024
Q1 		$249K Buy
+1,985
New +$249K 0.15% 55