ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 83,505 Value ($000) $23,126 Avg Close — Range —
Q3 2025
Shares 83,945 Value ($000) $22,971 Avg Close — Range —
Q2 2025
Shares 79,080 Value ($000) $19,494 Avg Close — Range —
Q1 2025
Shares 68,547 Value ($000) $14,459 Avg Close — Range —
Q4 2024
Shares 67,219 Value ($000) $15,815 Avg Close — Range —
Q3 2024
Shares 68,899 Value ($000) $15,161 Avg Close — Range —
Q2 2024
Shares 69,718 Value ($000) $14,956 Avg Close — Range —
Q1 2024
Shares 70,603 Value ($000) $13,775 Avg Close — Range —
Q4 2023
Shares 69,308 Value ($000) $12,144 Avg Close — Range —
Q2 2023
Shares 67,650 Value ($000) $10,727 Avg Close — Range —
Q1 2023
Shares 60,470 Value ($000) $8,401 Avg Close — Range —
Q4 2022
Shares 50,587 Value ($000) $6,097 Avg Close — Range —
Q3 2022
Shares 42,680 Value ($000) $5,100 Avg Close — Range —
Q2 2022
Shares 29,441 Value ($000) $3,687 Avg Close — Range —
Q1 2022
Shares 7,862 Value ($000) $1,249 Avg Close — Range —