iShares S&P SmallCap 600 Value Idx shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares S&P SmallCap 600 Value Idx
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $959k | 9.3k | 103.07 |
| 2023-06-30 | $991k | 10k | 95.09 |
| 2023-03-31 | $976k | 10k | 93.59 |
| 2022-12-31 | $965k | 11k | 91.31 |
| 2022-09-30 | $883k | 11k | 82.42 |
| 2022-06-30 | $934k | 11k | 89.01 |
| 2022-03-31 | $969k | 9.5k | 102.38 |
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