iShares S&P 500 Index shares owned by Forte Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.8M | 6.1k | 620.90 |
| 2025-03-31 | $3.7M | 6.6k | 561.90 |
| 2024-12-31 | $4.0M | 6.7k | 588.68 |
| 2024-09-30 | $4.1M | 7.0k | 576.82 |
| 2024-06-30 | $4.4M | 8.1k | 547.23 |
| 2024-03-31 | $3.8M | 7.2k | 525.73 |
| 2023-12-31 | $3.5M | 7.2k | 477.64 |
| 2023-09-30 | $3.2M | 7.4k | 429.43 |
| 2023-06-30 | $2.8M | 6.4k | 445.71 |
| 2023-03-31 | $2.6M | 6.4k | 411.08 |
| 2022-12-31 | $3.4M | 8.8k | 384.21 |
| 2022-09-30 | $3.2M | 8.9k | 358.70 |
| 2022-06-30 | $4.1M | 8.7k | 477.01 |
| 2022-03-31 | $4.1M | 8.7k | 477.01 |
| 2021-12-31 | $4.1M | 8.7k | 477.01 |
| 2021-09-30 | $3.8M | 8.8k | 430.80 |
| 2021-06-30 | $3.9M | 9.0k | 429.90 |
| 2021-03-31 | $3.7M | 9.3k | 397.79 |
| 2020-12-31 | $3.6M | 9.5k | 375.43 |
| 2020-09-30 | $3.4M | 10k | 336.09 |
| 2020-06-30 | $2.8M | 9.0k | 309.64 |
| 2017-12-31 | $216k | 807 | 267.66 |
| 2017-03-31 | $241k | 1.0k | 237.20 |
| 2016-12-31 | $210k | 936 | 224.36 |