iShares Russell 2000 Index shares owned by Forte Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Forte Capital 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 Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $533k | 2.5k | 215.79 |
| 2025-03-31 | $492k | 2.5k | 199.49 |
| 2024-12-31 | $556k | 2.5k | 220.96 |
| 2024-09-30 | $572k | 2.6k | 220.89 |
| 2024-06-30 | $507k | 2.5k | 202.89 |
| 2024-03-31 | $561k | 2.7k | 210.30 |
| 2023-12-31 | $537k | 2.7k | 200.71 |
| 2023-09-30 | $501k | 2.8k | 176.74 |
| 2023-06-30 | $462k | 2.5k | 187.27 |
| 2023-03-31 | $472k | 2.6k | 178.37 |
| 2022-12-31 | $461k | 2.6k | 174.33 |
| 2022-09-30 | $449k | 2.7k | 164.95 |
| 2022-06-30 | $603k | 2.7k | 222.26 |
| 2022-03-31 | $603k | 2.7k | 222.26 |
| 2021-12-31 | $603k | 2.7k | 222.26 |
| 2021-09-30 | $593k | 2.7k | 218.58 |
| 2021-06-30 | $622k | 2.7k | 229.27 |
| 2021-03-31 | $599k | 2.7k | 220.87 |
| 2020-12-31 | $532k | 2.7k | 196.17 |
| 2020-09-30 | $406k | 2.7k | 149.71 |
| 2020-06-30 | $407k | 2.8k | 143.16 |