Forte Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
|
|||||
|
2025
Q1 | $466K | Buy |
|
|||||
|
2024
Q4 | $432K | Sell |
|
|||||
|
2024
Q3 | $501K | Hold |
|
|||||
|
2024
Q2 | $461K | Sell |
|
|||||
|
2024
Q1 | $559K | Sell |
|
|||||
|
2023
Q4 | $523K | Sell |
|
|||||
|
2023
Q3 | $495K | Sell |
|
|||||
|
2023
Q2 | $521K | Buy |
|
|||||
|
2023
Q1 | $427K | Hold |
|
|||||
|
2022
Q4 | $425K | Hold |
|
|||||
|
2022
Q3 | $381K | Buy |
|
|||||
|
2022
Q2 | $405K | Sell |
|
|||||
|
2022
Q1 | $485K | Hold |
|
|||||
|
2021
Q4 | $485K | Sell |
|
|||||
|
2021
Q3 | $455K | Sell |
|
|||||
|
2021
Q2 | $465K | Hold |
|
|||||
|
2021
Q1 | $444K | Hold |
|
|||||
|
2020
Q4 | $400K | Sell |
|
|||||
|
2020
Q3 | $384K | Sell |
|
|||||
|
2020
Q2 | $425K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $858K | Sell |
|
|||||
|
2017
Q3 | $846K | Sell |
|
|||||
|
2017
Q2 | $843K | Hold |
|
|||||
|
2017
Q1 | $832K | Sell |
|
|||||
|
2016
Q4 | $872K | Hold |
|
|||||
|
2016
Q3 | $823K | Sell |
|
|||||
|
2016
Q2 | $815K | Hold |
|
|||||
|
2016
Q1 | $780K | Sell |
|
|||||
|
2015
Q4 | $791K | Sell |
|
|||||
|
2015
Q3 | $761K | Sell |
|
|||||
|
2015
Q2 | $847K | Sell |
|
|||||
|
2015
Q1 | $853K | Hold |
|
|||||
|
2014
Q4 | $857K | Sell |
|
|||||
|
2014
Q3 | $967K | Buy |
|