Fortis Group 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
Q2 | $5.58M | Buy |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $458K | Hold |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2020
Q3 | $951K | Buy |
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