ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 1,116 Value ($000) $275 Avg Close — Range —
Q3 2025
Shares 1,128 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 1,170 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 1,171 Value ($000) $234 Avg Close — Range —
Q4 2024
Shares 1,190 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 1,364 Value ($000) $301 Avg Close — Range —
Q2 2024
Shares 1,761 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 2,100 Value ($000) $442 Avg Close — Range —
Q4 2023
Shares 2,305 Value ($000) $463 Avg Close — Range —
Q2 2023
Shares 2,656 Value ($000) $497 Avg Close — Range —
Q1 2023
Shares 2,846 Value ($000) $508 Avg Close — Range —
Q4 2022
Shares 2,867 Value ($000) $500 Avg Close — Range —
Q3 2022
Shares 2,808 Value ($000) $463 Avg Close — Range —
Q2 2022
Shares 2,808 Value ($000) $476 Avg Close — Range —
Q1 2022
Shares 1,887 Value ($000) $387 Avg Close — Range —