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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
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

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index