FGA
Fortis Group Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.46M | Sell |
15,363
-13,907
| -48% | -$4.04M | 0.81% | 33 |
|
2025
Q1 | $7.48M | Sell |
29,270
-804
| -3% | -$205K | 1.45% | 14 |
|
2024
Q4 | $8.66M | Sell |
30,074
-695
| -2% | -$200K | 1.61% | 15 |
|
2024
Q3 | $8.74M | Sell |
30,769
-8,176
| -21% | -$2.32M | 1.62% | 16 |
|
2024
Q2 | $10.2M | Sell |
38,945
-13,049
| -25% | -$3.43M | 2.03% | 13 |
|
2024
Q1 | $14.1M | Buy |
51,994
+51,914
| +64,893% | +$14.1M | 2.59% | 7 |
|
2023
Q4 | $20.2K | Buy |
80
+40
| +100% | +$10.1K | 0.01% | 238 |
|
2023
Q3 | $8.97K | Buy |
+40
| New | +$8.97K | ﹤0.01% | 238 |
|
2020
Q3 | $73K | Buy |
+332
| New | +$73K | 0.01% | 202 |
|