ISHARES TR

Ticker: IWL CUSIP: 464289446 Class: RUS TOP 200 ETF

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

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

Q4 2025
Shares 4,485 Value ($000) $765 Avg Close — Range —
Q3 2025
Shares 4,557 Value ($000) $757 Avg Close — Range —
Q2 2025
Shares 4,525 Value ($000) $693 Avg Close — Range —
Q1 2025
Shares 4,528 Value ($000) $622 Avg Close — Range —
Q4 2024
Shares 4,523 Value ($000) $655 Avg Close — Range —
Q3 2024
Shares 4,171 Value ($000) $586 Avg Close — Range —
Q2 2024
Shares 4,462 Value ($000) $598 Avg Close — Range —
Q1 2024
Shares 4,623 Value ($000) $588 Avg Close — Range —
Q4 2023
Shares 5,126 Value ($000) $590 Avg Close — Range —
Q2 2023
Shares 5,771 Value ($000) $615 Avg Close — Range —
Q1 2023
Shares 6,869 Value ($000) $668 Avg Close — Range —
Q4 2022
Shares 7,179 Value ($000) $646 Avg Close — Range —
Q3 2022
Shares 8,653 Value ($000) $735 Avg Close — Range —
Q2 2022
Shares 12,692 Value ($000) $1,140 Avg Close — Range —
Q1 2022
Shares 12,664 Value ($000) $1,369 Avg Close — Range —