iShares S&P 500 Index shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 11k | 669.32 |
| 2025-06-30 | $7.0M | 11k | 620.92 |
| 2025-03-31 | $7.0M | 12k | 561.91 |
| 2024-12-31 | $6.2M | 11k | 588.69 |
| 2024-09-30 | $6.1M | 11k | 576.83 |
| 2024-06-30 | $5.7M | 11k | 547.24 |
| 2024-03-31 | $5.4M | 10k | 525.73 |
| 2023-12-31 | $4.8M | 10k | 477.63 |
| 2023-09-30 | $973k | 2.3k | 431.42 |
| 2023-06-30 | $1.2M | 2.6k | 445.71 |
| 2023-03-31 | $1.1M | 2.7k | 411.12 |
| 2022-12-31 | $4.7M | 12k | 384.21 |
| 2022-09-30 | $5.4M | 15k | 358.64 |
| 2022-06-30 | $6.0M | 16k | 379.18 |