ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,064 Value ($000) $378 Avg Close — Range —
Q3 2025
Shares 3,123 Value ($000) $377 Avg Close — Range —
Q2 2025
Shares 3,123 Value ($000) $344 Avg Close — Range —
Q1 2025
Shares 3,126 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 3,133 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 3,169 Value ($000) $303 Avg Close — Range —
Q2 2024
Shares 3,205 Value ($000) $297 Avg Close — Range —
Q1 2024
Shares 3,529 Value ($000) $298 Avg Close — Range —
Q4 2023
Shares 3,723 Value ($000) $280 Avg Close — Range —
Q2 2023
Shares 4,262 Value ($000) $300 Avg Close — Range —
Q1 2023
Shares 4,257 Value ($000) $272 Avg Close — Range —
Q4 2022
Shares 4,257 Value ($000) $249 Avg Close — Range —
Q3 2022
Shares 4,257 Value ($000) $246 Avg Close — Range —
Q2 2022
Shares 4,264 Value ($000) $257 Avg Close — Range —
Q1 2022
Shares 3,349 Value ($000) $256 Avg Close — Range —