ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 13,937 Value ($000) $6,596 Avg Close — Range —
Q3 2025
Shares 14,092 Value ($000) $6,601 Avg Close — Range —
Q2 2025
Shares 14,088 Value ($000) $5,981 Avg Close — Range —
Q1 2025
Shares 15,345 Value ($000) $5,541 Avg Close — Range —
Q4 2024
Shares 18,268 Value ($000) $7,336 Avg Close — Range —
Q3 2024
Shares 18,682 Value ($000) $7,013 Avg Close — Range —
Q2 2024
Shares 18,266 Value ($000) $6,658 Avg Close — Range —
Q1 2024
Shares 18,077 Value ($000) $6,093 Avg Close — Range —
Q4 2023
Shares 19,497 Value ($000) $5,911 Avg Close — Range —
Q3 2023
Shares 19,779 Value ($000) $5,261 Avg Close — Range —
Q2 2023
Shares 19,812 Value ($000) $5,452 Avg Close — Range —
Q1 2023
Shares 20,030 Value ($000) $4,894 Avg Close — Range —
Q4 2022
Shares 20,216 Value ($000) $4,331 Avg Close — Range —
Q3 2022
Shares 16,138 Value ($000) $3,395 Avg Close — Range —
Q2 2022
Shares 16,248 Value ($000) $3,553 Avg Close — Range —
Q1 2022
Shares 16,120 Value ($000) $4,475 Avg Close — Range —
Q4 2021
Shares 16,114 Value ($000) $4,924 Avg Close — Range —