iShares Russell 1000 Value Index shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $350k | 1.8k | 189.76 |
| 2024-03-31 | $355k | 2.0k | 179.11 |
| 2023-12-31 | $346k | 2.1k | 165.25 |
| 2023-06-30 | $397k | 2.5k | 157.83 |
| 2023-03-31 | $390k | 2.6k | 152.26 |
| 2022-12-31 | $477k | 3.1k | 151.65 |
| 2022-09-30 | $287k | 2.1k | 135.89 |
| 2022-06-30 | $306k | 2.1k | 144.89 |
| 2022-03-31 | $333k | 2.0k | 166.08 |
More positions owned by Forum Private Client Group
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