A detailed history of Forte Capital LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Forte Capital LLC holds 2,705 shares of IWY stock, worth $591,340. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,705
Previous 2,705 -0.0%
Holding current value
$591,340
Previous $473,000 11.42%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$149.01 - $175.92 $745 - $879
-5 Reduced 0.18%
2,705 $473,000
Q3 2023

Nov 13, 2023

BUY
$152.69 - $164.44 $21,376 - $23,021
140 Added 5.45%
2,710 $416,000
Q2 2023

Aug 09, 2023

BUY
$136.24 - $158.56 $12,942 - $15,063
95 Added 3.84%
2,570 $407,000
Q3 2022

Oct 21, 2022

BUY
N/A
155 Added 6.68%
2,475 $296,000
Q2 2022

Aug 09, 2022

BUY
N/A
594 Added 34.41%
2,320 $291,000
Q4 2021

Jan 20, 2022

BUY
N/A
1,726 New
1,726 $299,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Forte Capital LLC Portfolio

Follow Forte Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forte Capital LLC , based on Form 13F filings with the SEC.

News

Stay updated on Forte Capital LLC with notifications on news.