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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Forte Capital

Apple (AAPL)
Schwab US Large-Cap Growth ETF Etf (SCHG)
Ishs Edge Msci Usa Qual Factor Etf (QUAL)
Vang Value Index Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Trade Desk (TTD)
MasterCard Incorporated (MA)
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)
Alphabet Inc Class A cs (GOOGL)
TJX Companies (TJX)
Intuitive Surgical (ISRG)
Intuit (INTU)
Ametek (AME)
Network Associates Inc cl a (NET)

View all positions for Forte Capital

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index