ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 6,785 Value ($000) $2,534 Avg Close — Range —
Q3 2025
Shares 6,719 Value ($000) $2,456 Avg Close — Range —
Q2 2025
Shares 6,719 Value ($000) $2,282 Avg Close — Range —
Q1 2025
Shares 6,836 Value ($000) $2,097 Avg Close — Range —
Q4 2024
Shares 6,719 Value ($000) $2,165 Avg Close — Range —
Q3 2024
Shares 6,836 Value ($000) $2,149 Avg Close — Range —
Q2 2024
Shares 6,849 Value ($000) $2,038 Avg Close — Range —
Q1 2024
Shares 6,836 Value ($000) $1,969 Avg Close — Range —
Q4 2023
Shares 6,836 Value ($000) $1,793 Avg Close — Range —
Q3 2023
Shares 6,974 Value ($000) $1,638 Avg Close — Range —
Q2 2023
Shares 6,854 Value ($000) $1,671 Avg Close — Range —
Q1 2023
Shares 1,642 Value ($000) $370 Avg Close — Range —
Q4 2022
Shares 1,642 Value ($000) $346 Avg Close — Range —
Q3 2022
Shares 1,507 Value ($000) $297 Avg Close — Range —
Q2 2022
Shares 1,519 Value ($000) $316 Avg Close — Range —
Q1 2022
Shares 1,507 Value ($000) $376 Avg Close — Range —
Q4 2021
Shares 1,532 Value ($000) $405 Avg Close — Range —