ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 66,397 Value ($000) $4,382 Avg Close Range
Q3 2025
Shares 66,642 Value ($000) $4,349 Avg Close Range
Q2 2025
Shares 67,147 Value ($000) $4,164 Avg Close Range
Q1 2025
Shares 61,047 Value ($000) $3,562 Avg Close Range
Q4 2024
Shares 61,197 Value ($000) $3,813 Avg Close Range
Q3 2024
Shares 57,873 Value ($000) $3,607 Avg Close Range
Q2 2024
Shares 56,225 Value ($000) $3,290 Avg Close Range
Q1 2024
Shares 56,785 Value ($000) $3,449 Avg Close Range
Q4 2023
Shares 11,357 Value ($000) $3,148 Avg Close Range
Q3 2023
Shares 11,457 Value ($000) $2,857 Avg Close Range
Q2 2023
Shares 11,457 Value ($000) $2,996 Avg Close Range
Q1 2023
Shares 11,457 Value ($000) $2,866 Avg Close Range
Q4 2022
Shares 11,457 Value ($000) $2,771 Avg Close Range