ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 2,732 Value ($000) $673 Avg Close — Range —
Q3 2025
Shares 2,732 Value ($000) $661 Avg Close — Range —
Q2 2025
Shares 2,732 Value ($000) $590 Avg Close — Range —
Q1 2025
Shares 2,732 Value ($000) $545 Avg Close — Range —
Q4 2024
Shares 2,732 Value ($000) $604 Avg Close — Range —
Q3 2024
Shares 2,732 Value ($000) $603 Avg Close — Range —
Q2 2024
Shares 2,732 Value ($000) $554 Avg Close — Range —
Q1 2024
Shares 2,732 Value ($000) $575 Avg Close — Range —
Q4 2023
Shares 2,732 Value ($000) $548 Avg Close — Range —
Q3 2023
Shares 1,292 Value ($000) $228 Avg Close — Range —
Q2 2023
Shares 1,292 Value ($000) $242 Avg Close — Range —
Q1 2023
Shares 1,265 Value ($000) $226 Avg Close — Range —