iShares S&P SmallCap 600 Index shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Forte Asset 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 Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 11k | 116.96 |
| 2024-06-30 | $1.1M | 10k | 106.66 |
| 2024-03-31 | $1.1M | 10k | 110.52 |
| 2023-12-31 | $929k | 8.6k | 108.25 |
| 2023-09-30 | $4.0M | 43k | 94.79 |
| 2023-06-30 | $2.4M | 24k | 99.65 |
| 2023-03-31 | $433k | 4.5k | 96.70 |
| 2022-12-31 | $922k | 9.7k | 94.64 |
| 2022-09-30 | $957k | 11k | 87.17 |
| 2022-06-30 | $1.1M | 11k | 92.40 |
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