iShares Russell 3000 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 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 3000 Index by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $690k | 1.9k | 370.73 |
| 2025-12-31 | $718k | 1.9k | 386.77 |
| 2025-09-30 | $648k | 1.7k | 378.89 |
| 2025-06-30 | $575k | 1.6k | 350.92 |
| 2025-03-31 | $519k | 1.6k | 317.74 |
| 2024-12-31 | $548k | 1.6k | 334.33 |
| 2024-09-30 | $531k | 1.6k | 326.65 |
| 2024-06-30 | $488k | 1.6k | 308.75 |
| 2024-03-31 | $473k | 1.6k | 300.00 |
| 2023-12-31 | $429k | 1.6k | 273.70 |
| 2022-12-31 | $210k | 952 | 220.71 |
| 2022-06-30 | $211k | 970 | 217.53 |
| 2022-03-31 | $319k | 1.2k | 261.90 |
| 2021-12-31 | $312k | 1.1k | 277.83 |
More positions owned by Forum Financial Management
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