ISHARES TR

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

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 22,527 Value ($000) $2,777 Avg Close — Range —
Q3 2025
Shares 21,651 Value ($000) $2,614 Avg Close — Range —
Q2 2025
Shares 21,756 Value ($000) $2,395 Avg Close — Range —
Q1 2025
Shares 21,768 Value ($000) $2,021 Avg Close — Range —
Q4 2024
Shares 21,818 Value ($000) $2,215 Avg Close — Range —
Q3 2024
Shares 22,039 Value ($000) $2,110 Avg Close — Range —
Q2 2024
Shares 22,102 Value ($000) $2,045 Avg Close — Range —
Q1 2024
Shares 21,684 Value ($000) $1,831 Avg Close — Range —
Q4 2023
Shares 21,596 Value ($000) $1,622 Avg Close — Range —
Q3 2023
Shares 22,542 Value ($000) $1,542 Avg Close — Range —
Q2 2023
Shares 22,542 Value ($000) $1,589 Avg Close — Range —
Q1 2023
Shares 22,819 Value ($000) $1,458 Avg Close — Range —
Q4 2022
Shares 23,092 Value ($000) $1,351 Avg Close — Range —
Q3 2022
Shares 22,964 Value ($000) $1,328 Avg Close — Range —
Q2 2022
Shares 22,652 Value ($000) $1,367 Avg Close — Range —
Q1 2022
Shares 22,652 Value ($000) $1,730 Avg Close — Range —
Q4 2021
Shares 20,322 Value ($000) $1,700 Avg Close — Range —