iShares Russell 2000 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Forum Financial 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $786k | 3.2k | 241.94 |
| 2025-06-30 | $783k | 3.6k | 215.80 |
| 2025-03-31 | $722k | 3.6k | 199.47 |
| 2024-12-31 | $806k | 3.6k | 220.96 |
| 2024-09-30 | $709k | 3.2k | 220.90 |
| 2024-06-30 | $592k | 2.9k | 202.86 |
| 2024-03-31 | $613k | 2.9k | 210.29 |
| 2023-12-31 | $569k | 2.8k | 200.73 |
| 2023-09-30 | $649k | 3.7k | 176.75 |
| 2023-06-30 | $584k | 3.1k | 187.29 |
| 2023-03-31 | $519k | 2.9k | 178.40 |
| 2022-12-31 | $472k | 2.7k | 174.36 |
| 2022-09-30 | $429k | 2.6k | 164.75 |
| 2022-06-30 | $435k | 2.6k | 169.26 |
| 2022-03-31 | $483k | 2.4k | 205.18 |
| 2021-12-31 | $525k | 2.4k | 222.36 |
More positions owned by Forum Financial Management
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