Forte Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
47,265
+2,466
| +6% | +$312K | 0.7% | 39 |
|
|
2025
Q1 | $5.26M | Sell |
44,799
-1,033
| -2% | -$133K | 0.62% | 39 |
|
|
2024
Q4 | $5.81M | Sell |
45,832
-2,878
| -6% | -$366K | 0.65% | 37 |
|
|
2024
Q3 | $5.71M | Sell |
48,710
-3,257
| -6% | -$364K | 0.65% | 39 |
|
|
2024
Q2 | $5.73M | Sell |
51,967
-1,763
| -3% | -$194K | 0.69% | 39 |
|
|
2024
Q1 | $6.13M | Sell |
53,730
-388
| -0.7% | -$42K | 0.76% | 36 |
|
|
2023
Q4 | $5.65M | Sell |
54,118
-598
| -1% | -$56.7K | 0.77% | 33 |
|
|
2023
Q3 | $5M | Buy |
54,716
+427
| +0.8% | +$40.8K | 0.77% | 34 |
|
|
2023
Q2 | $5.25M | Sell |
54,289
-9,258
| -15% | -$844K | 0.76% | 36 |
|
|
2023
Q1 | $5.79M | Buy |
63,547
+1,319
| +2% | +$118K | 0.89% | 33 |
|
|
2022
Q4 | $5.2M | Sell |
62,228
-130,713
| -68% | -$11M | 0.89% | 34 |
|
|
2022
Q3 | $15.1M | Sell |
192,941
-6,655
| -3% | -$573K | 2.74% | 6 |
|
|
2022
Q2 | $15.8M | Buy |
199,596
+68,743
| +53% | +$5.99M | 2.75% | 7 |
|
|
2022
Q1 | $15.1M | Sell |
130,853
-725
| -0.6% | -$72.2K | 1.91% | 15 |
|
|
2021
Q4 | $15.2M | Sell |
131,578
-1,022
| -0.8% | -$119K | 1.91% | 15 |
|
|
2021
Q3 | $14.9M | Sell |
132,600
-528
| -0.4% | -$60.7K | 2.01% | 17 |
|
|
2021
Q2 | $15.1M | Buy |
133,128
+2,065
| +2% | +$221K | 2.05% | 15 |
|
|
2021
Q1 | $13.4M | Buy |
131,063
+814
| +0.6% | +$85.1K | 2.07% | 13 |
|
|
2020
Q4 | $13.4M | Buy |
130,249
+417
| +0.3% | +$39.7K | 2.06% | 13 |
|
|
2020
Q3 | $11.2M | Buy |
129,832
+6,854
| +6% | +$578K | 2.07% | 14 |
|
|
2020
Q2 | $9.72M | Buy |
122,978
+236
| +0.2% | +$17.1K | 2.04% | 12 |
|
|
2020
Q1 | $7.46M | Buy |
122,742
+27,524
| +29% | +$2.01M | 2.57% | 8 |
|
|
2019
Q4 | $7.26M | Buy |
95,218
+12,330
| +15% | +$904K | 2.06% | 12 |
|
|
2019
Q3 | $5.86M | Sell |
82,888
-2,746
| -3% | -$197K | 1.81% | 18 |
|
|
2019
Q2 | $6.11M | Sell |
85,634
-4,908
| -5% | -$341K | 1.95% | 12 |
|
|
2019
Q1 | $6.14M | Sell |
90,542
-580
| -0.6% | -$37.2K | 2.21% | 10 |
|
|
2018
Q4 | $5.18M | Sell |
91,122
-2,954
| -3% | -$180K | 2.17% | 11 |
|
|
2018
Q3 | $6.38M | Sell |
94,076
-1,734
| -2% | -$115K | 2.29% | 11 |
|
|
2018
Q2 | $6.07M | Sell |
95,810
-1,090
| -1% | -$68.6K | 2.37% | 10 |
|
|
2018
Q1 | $5.96M | Sell |
96,900
-3,750
| -4% | -$234K | 2.49% | 9 |
|
|
2017
Q4 | $6.07M | Buy |
100,650
+582
| +0.6% | +$34.2K | 1.81% | 13 |
|
|
2017
Q3 | $5.66M | Buy |
100,068
+3,614
| +4% | +$198K | 1.81% | 12 |
|
|
2017
Q2 | $5.21M | Buy |
96,454
+1,130
| +1% | +$60.1K | 1.72% | 12 |
|
|
2017
Q1 | $4.95M | Sell |
95,324
-7,918
| -8% | -$404K | 1.69% | 10 |
|
|
2016
Q4 | $5.03M | Buy |
103,242
+3,330
| +3% | +$161K | 1.88% | 10 |
|
|
2016
Q3 | $4.86M | Sell |
99,912
-220
| -0.2% | -$10.7K | 1.85% | 10 |
|
|
2016
Q2 | $4.68M | Buy |
100,132
+2,210
| +2% | +$102K | 1.81% | 8 |
|
|
2016
Q1 | $4.51M | Buy |
97,922
+40,280
| +70% | +$1.74M | 1.98% | 11 |
|
|
2015
Q4 | $2.65M | Buy |
57,642
+90
| +0.2% | +$4.18K | 1.09% | 26 |
|
|
2015
Q3 | $2.55M | Buy |
57,552
+600
| +1% | +$28.5K | 1.17% | 24 |
|
|
2015
Q2 | $2.76M | Buy |
56,952
+40
| +0.1% | +$1.97K | 1.17% | 23 |
|
|
2015
Q1 | $2.81M | Sell |
56,912
-1,358
| -2% | -$64.8K | 1.21% | 22 |
|
|
2014
Q4 | $2.72M | Buy |
58,270
+50
| +0.1% | +$2.26K | 1.18% | 23 |
|
|
2014
Q3 | $2.57M | Buy |
+58,220
| New | +$2.6M | 1.19% | 22 |
|
Other funds holding IWP
Forte Capital's IWP Position: Q2 2025 in Review
Forte Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.5% in Q2 2025, buying an estimated $312K and bringing the position to 47,265 shares worth $6.55M. The position accounts for 0.7% of the portfolio, ranked #39.
Forte Capital first reported a position in IWP in Q3 2014 and has held it in 44 quarters since. The position peaked at $15.8M in Q2 2022. 1,167 funds tracked by Wall St. Rank hold IWP as of Q2 2025.
- Forte Capital held 47,265 shares of iShares Russell Mid-Cap Growth ETF worth $6.55M as of Q2 2025.
- Forte Capital bought 2,466 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $312K.
- iShares Russell Mid-Cap Growth ETF made up 0.7% of Forte Capital's portfolio in Q2 2025, its #39 holding.
- Forte Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and has held it in 44 quarters since.
- Forte Capital's iShares Russell Mid-Cap Growth ETF position peaked at $15.8M in Q2 2022.
- 1,167 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.
Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.