FGA
Fortis Group Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.58M | Buy |
25,449
+14,391
| +130% | +$3.16M | 1.01% | 22 |
|
|
2025
Q1 | $2.21M | Sell |
11,058
-4,794
| -30% | -$956K | 0.43% | 67 |
|
|
2024
Q4 | $3.5M | Buy |
15,852
+8,780
| +124% | +$1.94M | 0.65% | 47 |
|
|
2024
Q3 | $1.56M | Buy |
7,072
+1,239
| +21% | +$274K | 0.29% | 74 |
|
|
2024
Q2 | $1.18M | Sell |
5,833
-1,361
| -19% | -$276K | 0.24% | 73 |
|
|
2024
Q1 | $1.51M | Buy |
7,194
+4,629
| +180% | +$974K | 0.28% | 74 |
|
|
2023
Q4 | $458K | Hold |
2,565
| – | – | 0.11% | 78 |
|
|
2023
Q3 | $458K | Sell |
2,565
-23,027
| -90% | -$4.11M | 0.14% | 73 |
|
|
2023
Q2 | $4.79M | Buy |
25,592
+23,058
| +910% | +$4.32M | 1.27% | 24 |
|
|
2023
Q1 | $444K | Buy |
+2,534
| New | +$444K | 0.13% | 75 |
|
|
2020
Q3 | $951K | Buy |
+6,351
| New | +$951K | 0.18% | 61 |
|