iShares Russell 1000 Index shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Forte Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Forte Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $534k | 1.9k | 288.03 |
2023-12-31 | $487k | 1.9k | 262.26 |
2023-09-30 | $438k | 1.9k | 235.92 |
2023-06-30 | $452k | 1.9k | 243.74 |
2023-03-31 | $418k | 1.9k | 225.23 |
2022-12-31 | $391k | 1.9k | 210.52 |
2022-09-30 | $366k | 1.9k | 197.30 |
2022-06-30 | $385k | 1.9k | 207.55 |