iShares S&P SmallCap 600 Index shares owned by Forte Capital
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Forte Capital 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 Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $259k | 2.4k | 109.30 |
| 2025-03-31 | $375k | 3.6k | 104.58 |
| 2024-12-31 | $373k | 3.2k | 115.21 |
| 2024-09-30 | $372k | 3.2k | 116.95 |
| 2024-06-30 | $338k | 3.2k | 106.66 |
| 2024-03-31 | $350k | 3.2k | 110.52 |
| 2023-12-31 | $343k | 3.2k | 108.25 |
| 2023-09-30 | $257k | 2.7k | 94.33 |
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