iShares Russell 1000 Value Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 16k | 179.10 |
| 2023-12-31 | $2.6M | 16k | 165.24 |
| 2023-09-30 | $2.4M | 16k | 151.82 |
| 2023-06-30 | $2.5M | 16k | 157.83 |
| 2023-03-31 | $2.3M | 15k | 152.26 |
| 2022-12-31 | $2.4M | 16k | 151.65 |
| 2022-09-30 | $1.8M | 13k | 136.01 |
| 2022-06-30 | $1.9M | 13k | 145.00 |
| 2022-03-31 | $2.1M | 13k | 165.91 |
| 2021-12-31 | $2.0M | 12k | 167.91 |
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