iShares S&P 500 Growth Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 22k | 84.44 |
| 2023-12-31 | $1.6M | 22k | 75.10 |
| 2023-09-30 | $1.5M | 23k | 68.42 |
| 2023-06-30 | $1.6M | 23k | 70.48 |
| 2023-03-31 | $1.5M | 23k | 63.89 |
| 2022-12-31 | $1.4M | 23k | 58.50 |
| 2022-09-30 | $1.3M | 23k | 57.83 |
| 2022-06-30 | $1.4M | 23k | 60.35 |
| 2022-03-31 | $1.7M | 23k | 76.37 |
| 2021-12-31 | $1.7M | 20k | 83.65 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management