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iShares Russell Midcap Index Fund shares owned by Forte Asset Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Forte Asset Management from 13F filings

Historical chart of Forte Asset Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Forte Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 86k 77.73
2023-09-30 $6.1M 88k 69.58
2023-06-30 $6.4M 88k 73.03
2023-03-31 $6.8M 98k 69.92
2022-12-31 $7.1M 105k 67.45
2022-09-30 $5.8M 94k 62.15
2022-06-30 $6.3M 97k 64.66

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Forte Asset Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund