ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 60,466 Value ($000) $7,453 Avg Close — Range —
Q3 2025
Shares 60,450 Value ($000) $7,298 Avg Close — Range —
Q2 2025
Shares 59,238 Value ($000) $6,522 Avg Close — Range —
Q1 2025
Shares 59,738 Value ($000) $5,545 Avg Close — Range —
Q4 2024
Shares 59,715 Value ($000) $6,063 Avg Close — Range —
Q3 2024
Shares 59,732 Value ($000) $5,719 Avg Close — Range —
Q2 2024
Shares 59,762 Value ($000) $5,530 Avg Close — Range —
Q1 2024
Shares 60,141 Value ($000) $5,078 Avg Close — Range —
Q4 2023
Shares 60,246 Value ($000) $4,525 Avg Close — Range —
Q3 2023
Shares 60,246 Value ($000) $4,122 Avg Close — Range —
Q2 2023
Shares 60,488 Value ($000) $4,263 Avg Close — Range —
Q1 2023
Shares 60,615 Value ($000) $3,873 Avg Close — Range —
Q4 2022
Shares 62,818 Value ($000) $3,675 Avg Close — Range —
Q3 2022
Shares 72,818 Value ($000) $4,213 Avg Close — Range —
Q2 2022
Shares 73,018 Value ($000) $4,407 Avg Close — Range —
Q1 2022
Shares 68,241 Value ($000) $5,212 Avg Close — Range —
Q4 2021
Shares 20 Value ($000) $2 Avg Close — Range —
Q3 2021
Shares 20 Value ($000) $1,478 Avg Close — Range —
Q2 2021
Shares 20 Value ($000) $1,455 Avg Close — Range —