iShares Russell 1000 Index shares owned by Forte Capital
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital 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 Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $239k | 741 | 322.16 |
| 2024-09-30 | $233k | 741 | 314.39 |
| 2024-06-30 | $229k | 771 | 297.54 |
| 2024-03-31 | $222k | 771 | 288.03 |
| 2023-12-31 | $202k | 771 | 262.26 |
| 2017-12-31 | $688k | 4.6k | 148.60 |
| 2017-09-30 | $683k | 4.9k | 139.93 |
| 2017-06-30 | $636k | 4.7k | 135.23 |
| 2017-03-31 | $501k | 3.8k | 131.22 |
| 2016-12-31 | $339k | 2.7k | 124.13 |
| 2016-09-30 | $228k | 1.9k | 120.70 |
| 2016-06-30 | $245k | 2.1k | 117.06 |