Fortis Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Fortis Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-38	Closed	-$6.63K	–	278
2022 Q4	$6.63K	Buy	+38	New	+$6.76K	0.01%	217
2021 Q4	–	Hold	0	–	–	–	270
2021 Q3	–	Sell	-228	Closed	-$50.5K	–	260
2021 Q2	$52K	Sell	228 -32	-12%	-$7.2K	0.03%	180
2021 Q1	$57K	Buy	260 +33	+15%	+$7.21K	0.04%	140
2020 Q4	$45K	Buy	227 +1	+0.4%	+$175	0.04%	115
2020 Q3	$34K	Sell	226 -230	-50%	-$34.6K	0.03%	117
2020 Q2	$65K	Buy	456 +4	+0.9%	+$525	0.06%	100
2020 Q1	$52K	Sell	452 -400	-47%	-$59.6K	0.03%	180
2019 Q4	$141K	Buy	852 +3	+0.4%	+$474	0.09%	156
2019 Q3	$128K	Hold	849	–	–	0.06%	165
2019 Q2	$132K	Buy	849 +1	+0.1%	+$154	0.06%	158
2019 Q1	$130K	Buy	848 +2	+0.2%	+$301	0.07%	152
2018 Q4	$113K	Buy	846 +2	+0.2%	+$298	0.07%	157
2018 Q3	$142K	Buy	844 +2	+0.2%	+$338	0.08%	113
2018 Q2	$143K	Hold	842	–	–	0.08%	106
2018 Q1	$128K	Buy	842 +1	+0.1%	+$154	0.07%	106
2017 Q4	$127K	Buy	841 +222	+36%	+$33.3K	0.08%	110
2017 Q3	$101K	Buy	619 +219	+55%	+$30.8K	0.07%	118
2017 Q2	$57K	Hold	400	–	–	0.04%	74
2017 Q1	$55K	Buy	+400	New	+$54.6K	0.05%	63

Other funds holding IWM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return