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iShares Russell 1000 Value Index shares owned by Forte Asset Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Forte Asset Management from 13F filings

Historical chart of Forte Asset Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Forte Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 20k 179.11
2023-12-31 $1.8M 11k 165.25

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Blackrock Ultra (ICSH)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Forte Asset Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index