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iShares S&P 500 Value Index shares owned by Forte Capital

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

Historical chart of Forte Capital 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 Capital 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 Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $659k 3.4k 195.42
2025-03-31 $642k 3.4k 190.58
2024-12-31 $643k 3.4k 190.88
2024-09-30 $665k 3.4k 197.17

More positions owned by Forte Capital

Schwab US Large-Cap Growth ETF Etf (SCHG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishs Edge Msci Usa Qual Factor Etf (QUAL)
Vang Value Index Etf (VTV)
Amazon (AMZN)
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)
Network Associates Inc cl a (NET)
MasterCard Incorporated (MA)
Alphabet Inc Class A cs (GOOGL)
TJX Companies (TJX)
Intuit (INTU)
Celestica (CLS)
Intuitive Surgical (ISRG)
Sprouts Fmrs Mkt (SFM)

View all positions for Forte Capital

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