iShares Russell 1000 Value Index shares owned by Forte Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Forte Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by Forte Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $523k | 3.2k | 165.25 |
2023-09-30 | $495k | 3.3k | 151.82 |
2023-06-30 | $521k | 3.3k | 157.83 |
2023-03-31 | $427k | 2.8k | 152.26 |
2022-12-31 | $425k | 2.8k | 151.65 |
2022-09-30 | $381k | 2.8k | 135.97 |
2022-06-30 | $485k | 2.9k | 167.88 |
2022-03-31 | $485k | 2.9k | 167.88 |
2021-12-31 | $485k | 2.9k | 167.88 |
2021-09-30 | $455k | 2.9k | 156.68 |
2021-06-30 | $465k | 2.9k | 158.76 |
2021-03-31 | $444k | 2.9k | 151.59 |
2020-12-31 | $400k | 2.9k | 136.57 |
2020-09-30 | $384k | 3.3k | 118.01 |
2020-06-30 | $425k | 3.8k | 112.61 |
2017-12-31 | $858k | 6.9k | 124.24 |
2017-09-30 | $846k | 7.1k | 118.47 |
2017-06-30 | $843k | 7.2k | 116.42 |
2017-03-31 | $832k | 7.2k | 114.90 |
2016-12-31 | $872k | 7.8k | 111.92 |
2016-09-30 | $823k | 7.8k | 105.63 |
2016-06-30 | $815k | 7.9k | 103.28 |
2016-03-31 | $780k | 7.9k | 98.85 |
2015-12-31 | $791k | 8.1k | 97.85 |
2015-09-30 | $761k | 8.2k | 93.27 |
2015-06-30 | $847k | 8.2k | 103.18 |
2015-03-31 | $853k | 8.2k | 103.89 |
2014-12-31 | $857k | 8.2k | 104.37 |
2014-09-30 | $967k | 9.7k | 100.09 |
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