Forte Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
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|
2025
Q1 | $9.02M | Buy |
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|
2024
Q4 | $8.85M | Sell |
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|
2024
Q3 | $8.91M | Buy |
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|
2024
Q2 | $8.24M | Buy |
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|
2024
Q1 | $7.85M | Buy |
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|
2023
Q4 | $7.04M | Sell |
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|
2023
Q3 | $6.81M | Buy |
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|
2023
Q2 | $7.01M | Sell |
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|
2023
Q1 | $7.5M | Sell |
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|
2022
Q4 | $8.32M | Buy |
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|
2022
Q3 | $6.88M | Sell |
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|
2022
Q2 | $7.44M | Buy |
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