Forte Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Hold |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $472K | Hold |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $449K | Buy |
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|
2022
Q2 | $459K | Hold |
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|
2022
Q1 | $603K | Hold |
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|
2021
Q4 | $603K | Hold |
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|
2021
Q3 | $593K | Hold |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $599K | Hold |
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|
2020
Q4 | $532K | Hold |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $407K | Buy |
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