iShares Russell 2000 Index shares owned by Forza Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $604k | 2.7k | 220.89 |
| 2024-06-30 | $554k | 2.7k | 202.89 |
| 2024-03-31 | $575k | 2.7k | 210.30 |
| 2023-12-31 | $548k | 2.7k | 200.71 |
| 2023-09-30 | $228k | 1.3k | 176.74 |
| 2023-06-30 | $242k | 1.3k | 187.27 |
| 2023-03-31 | $226k | 1.3k | 178.40 |