iShares Russell 1000 Value Index shares owned by Forte Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $481k | 2.5k | 194.23 |
| 2025-03-31 | $466k | 2.5k | 188.16 |
| 2024-12-31 | $432k | 2.3k | 185.13 |
| 2024-09-30 | $502k | 2.6k | 189.80 |
| 2024-06-30 | $461k | 2.6k | 174.47 |
| 2024-03-31 | $559k | 3.1k | 179.11 |
| 2023-12-31 | $523k | 3.2k | 165.25 |
| 2023-09-30 | $495k | 3.3k | 151.82 |
| 2023-06-30 | $521k | 3.3k | 157.83 |
| 2023-03-31 | $427k | 2.8k | 152.26 |
| 2022-12-31 | $425k | 2.8k | 151.65 |
| 2022-09-30 | $381k | 2.8k | 135.97 |
| 2022-06-30 | $485k | 2.9k | 167.88 |
| 2022-03-31 | $485k | 2.9k | 167.88 |
| 2021-12-31 | $485k | 2.9k | 167.88 |
| 2021-09-30 | $455k | 2.9k | 156.68 |
| 2021-06-30 | $465k | 2.9k | 158.76 |
| 2021-03-31 | $444k | 2.9k | 151.59 |
| 2020-12-31 | $400k | 2.9k | 136.57 |
| 2020-09-30 | $384k | 3.3k | 118.01 |
| 2020-06-30 | $425k | 3.8k | 112.61 |
| 2017-12-31 | $858k | 6.9k | 124.24 |
| 2017-09-30 | $846k | 7.1k | 118.47 |
| 2017-06-30 | $843k | 7.2k | 116.42 |
| 2017-03-31 | $832k | 7.2k | 114.90 |
| 2016-12-31 | $872k | 7.8k | 111.92 |
| 2016-09-30 | $823k | 7.8k | 105.63 |
| 2016-06-30 | $815k | 7.9k | 103.28 |
| 2016-03-31 | $780k | 7.9k | 98.85 |
| 2015-12-31 | $791k | 8.1k | 97.85 |
| 2015-09-30 | $761k | 8.2k | 93.27 |
| 2015-06-30 | $847k | 8.2k | 103.18 |
| 2015-03-31 | $853k | 8.2k | 103.89 |
| 2014-12-31 | $857k | 8.2k | 104.37 |
| 2014-09-30 | $967k | 9.7k | 100.09 |
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