Fortis Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
1,222
+41
| +3% | +$8.85K | 0.05% | 211 |
|
|
2025
Q1 | $236K | Sell |
1,181
-8,422
| -88% | -$1.68M | 0.05% | 227 |
|
|
2024
Q4 | $2.11M | Buy |
9,603
+181
| +2% | +$39.8K | 0.72% | 19 |
|
|
2024
Q3 | $2.08M | Buy |
9,422
+7,140
| +313% | +$1.58M | 0.7% | 21 |
|
|
2024
Q2 | $463K | Sell |
2,282
-7,518
| -77% | -$1.53M | 0.17% | 106 |
|
|
2024
Q1 | $2.06M | Buy |
9,800
+840
| +9% | +$177K | 0.87% | 21 |
|
|
2023
Q4 | $1.8M | Buy |
8,960
+6,923
| +340% | +$1.39M | 0.96% | 21 |
|
|
2023
Q3 | $360K | Sell |
2,037
-5
| -0.2% | -$884 | 0.23% | 63 |
|
|
2023
Q2 | $382K | Buy |
2,042
+42
| +2% | +$7.87K | 0.22% | 61 |
|
|
2023
Q1 | $357K | Sell |
2,000
-275
| -12% | -$49.1K | 0.19% | 71 |
|
|
2022
Q4 | $397K | Buy |
+2,275
| New | +$397K | 0.24% | 64 |
|