Forte Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.36M | Sell |
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|
2024
Q3 | $3.75M | Sell |
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|
2024
Q2 | $5.45M | Sell |
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|
2024
Q1 | $7.81M | Sell |
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|
2023
Q4 | $7.46M | Sell |
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|
2023
Q3 | $15.3M | Sell |
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|
2023
Q2 | $17.3M | Sell |
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|
2023
Q1 | $17.3M | Buy |
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|
2022
Q4 | $16.2M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $16.3M | Buy |
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|
2022
Q1 | $13.9M | Hold |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $12.5M | Buy |
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|
2021
Q1 | $10.8M | Buy |
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|
2020
Q4 | $9.26M | Buy |
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|
2020
Q3 | $7.4M | Buy |
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|
2020
Q2 | $6.83M | Sell |
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|
2020
Q1 | $5.93M | Buy |
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|
2019
Q4 | $6.38M | Buy |
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|
2019
Q3 | $5.09M | Sell |
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|
2019
Q2 | $5.41M | Sell |
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|
2019
Q1 | $5.7M | Sell |
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|
2018
Q4 | $5.14M | Sell |
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|
2018
Q3 | $6.17M | Buy |
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|
2018
Q2 | $6M | Sell |
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|
2018
Q1 | $5.91M | Sell |
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|
2017
Q4 | $6.19M | Sell |
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|
2017
Q3 | $5.92M | Buy |
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|
2017
Q2 | $5.82M | Buy |
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|
2017
Q1 | $5.68M | Sell |
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|
2016
Q4 | $6.09M | Buy |
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|
2016
Q3 | $5.77M | Sell |
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|
2016
Q2 | $5.59M | Buy |
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|
2016
Q1 | $5.27M | Buy |
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|
2015
Q4 | $4.03M | Buy |
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|
2015
Q3 | $3.7M | Buy |
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|
2015
Q2 | $4.03M | Buy |
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|
2015
Q1 | $4.13M | Sell |
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|
2014
Q4 | $4.04M | Sell |
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|
2014
Q3 | $3.92M | Buy |
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