ISHARES TR

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

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q2 2025
Shares 2,068 Value ($000) $878 Avg Close — Range —
Q1 2025
Shares 2,046 Value ($000) $739 Avg Close — Range —
Q4 2024
Shares 2,046 Value ($000) $822 Avg Close — Range —
Q3 2024
Shares 2,046 Value ($000) $845 Avg Close — Range —
Q2 2024
Shares 1,907 Value ($000) $695 Avg Close — Range —
Q1 2024
Shares 1,907 Value ($000) $643 Avg Close — Range —