Forte Capital’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $688K | Sell |
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|
2017
Q3 | $683K | Buy |
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|
2017
Q2 | $636K | Buy |
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|
2017
Q1 | $501K | Buy |
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|
2016
Q4 | $339K | Buy |
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|
2016
Q3 | $228K | Sell |
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|
2016
Q2 | $245K | Buy |
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