Fortis Capital Advisors’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
Q3 | $351K | Buy |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $463K | Sell |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $397K | Buy |
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