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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Forum Private Client Group 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 Private Client Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by Forum Private Client Group
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