iShares S&P SmallCap 600 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Forum Financial 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $294k | 2.4k | 124.31 |
| 2025-12-31 | $397k | 3.3k | 120.18 |
| 2025-09-30 | $393k | 3.3k | 118.83 |
| 2025-06-30 | $361k | 3.3k | 109.29 |
| 2025-03-31 | $268k | 2.6k | 104.57 |
| 2024-12-31 | $432k | 3.7k | 115.22 |
| 2024-09-30 | $310k | 2.6k | 116.96 |
| 2024-06-30 | $240k | 2.3k | 106.66 |
| 2024-03-31 | $5.7M | 52k | 110.52 |
| 2023-12-31 | $204k | 1.9k | 108.25 |
| 2023-09-30 | $241k | 2.6k | 94.33 |
| 2023-06-30 | $236k | 2.4k | 99.65 |
| 2022-06-30 | $210k | 2.3k | 92.59 |
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