ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 3,397 Value ($000) $836 Avg Close — Range —
Q3 2025
Shares 3,249 Value ($000) $786 Avg Close — Range —
Q2 2025
Shares 3,628 Value ($000) $783 Avg Close — Range —
Q1 2025
Shares 3,617 Value ($000) $721 Avg Close — Range —
Q4 2024
Shares 3,647 Value ($000) $806 Avg Close — Range —
Q3 2024
Shares 3,210 Value ($000) $709 Avg Close — Range —
Q2 2024
Shares 2,917 Value ($000) $592 Avg Close — Range —
Q1 2024
Shares 2,913 Value ($000) $613 Avg Close — Range —
Q4 2023
Shares 2,835 Value ($000) $569 Avg Close — Range —
Q3 2023
Shares 3,674 Value ($000) $649 Avg Close — Range —
Q2 2023
Shares 3,116 Value ($000) $584 Avg Close — Range —
Q1 2023
Shares 2,911 Value ($000) $519 Avg Close — Range —
Q4 2022
Shares 2,704 Value ($000) $471 Avg Close — Range —
Q3 2022
Shares 2,604 Value ($000) $429 Avg Close — Range —
Q2 2022
Shares 2,570 Value ($000) $435 Avg Close — Range —
Q1 2022
Shares 2,354 Value ($000) $483 Avg Close — Range —
Q4 2021
Shares 2,361 Value ($000) $525 Avg Close — Range —