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iShares S&P 500 Value Index shares owned by Forte Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Forte Asset Management from 13F filings

Historical chart of Forte Asset Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Forte Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Forte Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 49k 197.17
2024-06-30 $7.1M 39k 182.01
2024-03-31 $4.7M 25k 186.81

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Broad Usd High (USHY)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Forte Asset Management

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