ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 5,581 Value ($000) $537 Avg Close — Range —
Q3 2025
Shares 5,642 Value ($000) $545 Avg Close — Range —
Q2 2025
Shares 5,832 Value ($000) $536 Avg Close — Range —
Q1 2025
Shares 5,746 Value ($000) $489 Avg Close — Range —
Q4 2024
Shares 5,986 Value ($000) $529 Avg Close — Range —
Q3 2024
Shares 6,972 Value ($000) $615 Avg Close — Range —
Q2 2024
Shares 7,843 Value ($000) $636 Avg Close — Range —
Q1 2024
Shares 9,065 Value ($000) $762 Avg Close — Range —
Q4 2023
Shares 11,924 Value ($000) $927 Avg Close — Range —
Q2 2023
Shares 14,358 Value ($000) $1,049 Avg Close — Range —
Q1 2023
Shares 14,814 Value ($000) $1,036 Avg Close — Range —
Q4 2022
Shares 15,173 Value ($000) $1,023 Avg Close — Range —
Q3 2022
Shares 14,908 Value ($000) $927 Avg Close — Range —
Q2 2022
Shares 14,908 Value ($000) $964 Avg Close — Range —
Q1 2022
Shares 8,959 Value ($000) $699 Avg Close — Range —