iShares Russell 2000 Index shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 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 2000 Index by Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 14k | 220.89 |
| 2024-06-30 | $2.8M | 14k | 202.89 |
| 2024-03-31 | $4.0M | 19k | 210.30 |
| 2023-12-31 | $3.7M | 19k | 200.71 |
| 2023-09-30 | $861k | 4.8k | 177.57 |
| 2023-06-30 | $973k | 5.2k | 187.27 |
| 2023-03-31 | $1.1M | 5.9k | 178.39 |
| 2022-12-31 | $4.2M | 24k | 174.36 |
| 2022-09-30 | $4.3M | 26k | 164.93 |
| 2022-06-30 | $4.7M | 28k | 169.37 |