FC
Forte Capital’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
1,048
-20
| -2% | -$6.79K | 0.04% | 201 |
|
|
2025
Q1 | $328K | Buy |
1,068
+327
| +44% | +$100K | 0.04% | 201 |
|
|
2024
Q4 | $239K | Hold |
741
| – | – | 0.03% | 220 |
|
|
2024
Q3 | $233K | Sell |
741
-30
| -4% | -$9.43K | 0.03% | 225 |
|
|
2024
Q2 | $229K | Hold |
771
| – | – | 0.03% | 224 |
|
|
2024
Q1 | $222K | Hold |
771
| – | – | 0.03% | 226 |
|
|
2023
Q4 | $202K | Buy |
+771
| New | +$202K | 0.03% | 224 |
|
|
2018
Q1 | – | Sell |
-4,630
| Closed | -$688K | – | 119 |
|
|
2017
Q4 | $688K | Sell |
4,630
-251
| -5% | -$37.3K | 0.2% | 90 |
|
|
2017
Q3 | $683K | Buy |
4,881
+178
| +4% | +$24.9K | 0.22% | 86 |
|
|
2017
Q2 | $636K | Buy |
4,703
+885
| +23% | +$120K | 0.21% | 85 |
|
|
2017
Q1 | $501K | Buy |
3,818
+1,087
| +40% | +$143K | 0.17% | 103 |
|
|
2016
Q4 | $339K | Buy |
2,731
+842
| +45% | +$105K | 0.13% | 120 |
|
|
2016
Q3 | $228K | Sell |
1,889
-204
| -10% | -$24.6K | 0.09% | 137 |
|
|
2016
Q2 | $245K | Buy |
+2,093
| New | +$245K | 0.09% | 138 |
|