ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 60,893 Value ($000) $4,019 Avg Close Range
Q3 2025
Shares 70,551 Value ($000) $4,604 Avg Close Range
Q2 2025
Shares 76,065 Value ($000) $4,718 Avg Close Range
Q1 2025
Shares 69,607 Value ($000) $4,062 Avg Close Range
Q4 2024
Shares 70,790 Value ($000) $4,411 Avg Close Range
Q3 2024
Shares 72,416 Value ($000) $4,513 Avg Close Range
Q2 2024
Shares 72,762 Value ($000) $4,258 Avg Close Range
Q1 2024
Shares 75,399 Value ($000) $4,580 Avg Close Range
Q4 2023
Shares 14,844 Value ($000) $4,114 Avg Close Range
Q2 2023
Shares 15,900 Value ($000) $4,158 Avg Close Range
Q1 2023
Shares 16,137 Value ($000) $4,037 Avg Close Range
Q4 2022
Shares 16,265 Value ($000) $3,934 Avg Close Range
Q3 2022
Shares 16,526 Value ($000) $3,624 Avg Close Range
Q2 2022
Shares 16,787 Value ($000) $3,798 Avg Close Range
Q1 2022
Shares 15,816 Value ($000) $4,244 Avg Close Range