iShares Russell 3000 Index shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 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 3000 Index by Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 23k | 378.94 |
| 2025-06-30 | $8.2M | 23k | 351.00 |
| 2025-03-31 | $9.0M | 28k | 317.64 |
| 2024-12-31 | $8.9M | 27k | 334.25 |
| 2024-09-30 | $8.9M | 27k | 326.73 |
| 2024-06-30 | $8.2M | 27k | 308.67 |
| 2024-03-31 | $7.9M | 26k | 300.08 |
| 2023-12-31 | $7.0M | 26k | 273.74 |
| 2023-09-30 | $6.8M | 28k | 246.07 |
| 2023-06-30 | $7.0M | 28k | 254.48 |
| 2023-03-31 | $7.5M | 32k | 235.41 |
| 2022-12-31 | $8.3M | 38k | 220.68 |
| 2022-09-30 | $6.9M | 33k | 207.05 |
| 2022-06-30 | $7.4M | 34k | 217.38 |