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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

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Quarterly 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