iShares Russell 1000 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 6.7k | 365.48 |
| 2025-06-30 | $2.3M | 6.7k | 339.57 |
| 2025-03-31 | $2.1M | 6.8k | 306.74 |
| 2024-12-31 | $2.2M | 6.7k | 322.16 |
| 2024-09-30 | $2.1M | 6.8k | 314.39 |
| 2024-06-30 | $2.0M | 6.8k | 297.54 |
| 2024-03-31 | $2.0M | 6.8k | 288.03 |
| 2023-12-31 | $1.8M | 6.8k | 262.26 |
| 2023-09-30 | $1.6M | 7.0k | 234.91 |
| 2023-06-30 | $1.7M | 6.9k | 243.74 |
| 2023-03-31 | $370k | 1.6k | 225.23 |
| 2022-12-31 | $346k | 1.6k | 210.52 |
| 2022-09-30 | $297k | 1.5k | 197.08 |
| 2022-06-30 | $316k | 1.5k | 208.03 |
| 2022-03-31 | $376k | 1.5k | 249.50 |
| 2021-12-31 | $405k | 1.5k | 264.36 |
More positions owned by Forum Financial Management
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