FGA
Fortis Group Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Sell |
11,837
-8,358
| -41% | -$1.34M | 0.34% | 71 |
|
2025
Q1 | $3.05M | Sell |
20,195
-522
| -3% | -$78.8K | 0.59% | 51 |
|
2024
Q4 | $3.4M | Buy |
20,717
+267
| +1% | +$43.8K | 0.63% | 48 |
|
2024
Q3 | $3.41M | Buy |
+20,450
| New | +$3.41M | 0.63% | 47 |
|
2020
Q3 | $297K | Buy |
+3,000
| New | +$297K | 0.06% | 141 |
|