Fortis Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
678
+2
| +0.3% | +$679 | 0.04% | 152 |
|
|
2025
Q1 | $207K | Buy |
676
+2
| +0.3% | +$613 | 0.04% | 140 |
|
|
2024
Q4 | $217K | Sell |
674
-80
| -11% | -$25.8K | 0.04% | 122 |
|
|
2024
Q3 | $237K | Sell |
754
-38
| -5% | -$11.9K | 0.05% | 115 |
|
|
2024
Q2 | $236K | Buy |
792
+2
| +0.3% | +$595 | 0.05% | 112 |
|
|
2024
Q1 | $228K | Buy |
790
+2
| +0.3% | +$576 | 0.06% | 104 |
|
|
2023
Q4 | $207K | Buy |
+788
| New | +$207K | 0.05% | 128 |
|