iShares S&P SmallCap 600 Index shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.8k | 118.83 |
| 2025-06-30 | $1.2M | 11k | 109.29 |
| 2025-03-31 | $1.2M | 11k | 104.57 |
| 2024-12-31 | $1.3M | 12k | 115.22 |
| 2024-09-30 | $1.3M | 11k | 116.96 |
| 2024-03-31 | $1.5M | 14k | 110.52 |
| 2023-12-31 | $1.6M | 14k | 108.25 |
| 2023-06-30 | $1.7M | 17k | 99.65 |
| 2023-03-31 | $1.7M | 18k | 96.70 |
| 2022-12-31 | $1.9M | 20k | 94.64 |
| 2022-09-30 | $1.8M | 21k | 87.20 |
| 2022-06-30 | $1.9M | 21k | 92.42 |
| 2022-03-31 | $1.8M | 16k | 107.91 |
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