iShares Russell Midcap Value Index shares owned by Forte Capital
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.5M | 64k | 116.29 |
| 2023-09-30 | $15M | 146k | 104.34 |
| 2023-06-30 | $17M | 158k | 109.84 |
| 2023-03-31 | $17M | 163k | 106.20 |
| 2022-12-31 | $16M | 154k | 105.34 |
| 2022-09-30 | $15M | 156k | 96.05 |
| 2022-06-30 | $14M | 114k | 122.38 |
| 2022-03-31 | $14M | 114k | 122.38 |
| 2021-12-31 | $14M | 114k | 122.38 |
| 2021-09-30 | $13M | 111k | 113.25 |
| 2021-06-30 | $13M | 109k | 114.98 |
| 2021-03-31 | $11M | 99k | 109.30 |
| 2020-12-31 | $9.3M | 95k | 96.96 |
| 2020-09-30 | $7.4M | 92k | 80.84 |
| 2020-06-30 | $6.8M | 89k | 76.53 |
| 2020-03-31 | $5.9M | 93k | 64.10 |
| 2019-12-31 | $6.4M | 67k | 94.77 |
| 2019-09-30 | $5.1M | 57k | 89.70 |
| 2019-06-30 | $5.4M | 61k | 89.14 |
| 2019-03-31 | $5.7M | 66k | 86.87 |
| 2018-12-31 | $5.1M | 67k | 76.34 |
| 2018-09-30 | $6.2M | 68k | 90.26 |
| 2018-06-30 | $6.0M | 68k | 88.49 |
| 2018-03-31 | $5.9M | 68k | 86.43 |
| 2017-12-31 | $6.2M | 70k | 89.14 |
| 2017-09-30 | $5.9M | 70k | 84.93 |
| 2017-06-30 | $5.8M | 69k | 84.08 |
| 2017-03-31 | $5.7M | 68k | 82.98 |
| 2016-12-31 | $6.1M | 76k | 80.42 |
| 2016-09-30 | $5.8M | 75k | 76.77 |
| 2016-06-30 | $5.6M | 75k | 74.29 |
| 2016-03-31 | $5.3M | 74k | 70.94 |
| 2015-12-31 | $4.0M | 59k | 68.67 |
| 2015-09-30 | $3.7M | 55k | 67.10 |
| 2015-06-30 | $4.0M | 55k | 73.75 |
| 2015-03-31 | $4.1M | 55k | 75.63 |
| 2014-12-31 | $4.0M | 55k | 73.77 |
| 2014-09-30 | $3.9M | 56k | 69.99 |
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