iShares S&P SmallCap 600 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.7M | 52k | 110.52 |
2023-12-31 | $204k | 1.9k | 108.25 |
2023-09-30 | $241k | 2.6k | 94.33 |
2023-06-30 | $236k | 2.4k | 99.65 |
2022-06-30 | $210k | 2.3k | 92.59 |
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