ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 1,562 Value ($000) $505 Avg Close — Range —
Q3 2025
Shares 1,566 Value ($000) $501 Avg Close — Range —
Q2 2025
Shares 1,566 Value ($000) $448 Avg Close — Range —
Q1 2025
Shares 1,563 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 1,163 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 1,163 Value ($000) $330 Avg Close — Range —
Q2 2024
Shares 1,163 Value ($000) $305 Avg Close — Range —
Q1 2024
Shares 1,163 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 2,117 Value ($000) $534 Avg Close — Range —
Q3 2023
Shares 2,321 Value ($000) $520 Avg Close — Range —
Q2 2023
Shares 2,321 Value ($000) $563 Avg Close — Range —
Q1 2023
Shares 2,362 Value ($000) $536 Avg Close — Range —
Q4 2022
Shares 2,287 Value ($000) $491 Avg Close — Range —
Q3 2022
Shares 2,284 Value ($000) $472 Avg Close — Range —
Q2 2022
Shares 2,236 Value ($000) $461 Avg Close — Range —
Q1 2022
Shares 2,236 Value ($000) $571 Avg Close — Range —
Q4 2021
Shares 2,218 Value ($000) $650 Avg Close — Range —