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iShares Russell 1000 Value Index shares owned by Forum Finance Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Forum Finance Group from 13F filings

Historical chart of Forum Finance Group 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 Forum Finance Group 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 Forum Finance Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $144k 835 172.46