ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 539,682 Value ($000) $76,122 Avg Close — Range —
Q3 2025
Shares 524,534 Value ($000) $73,262 Avg Close — Range —
Q2 2025
Shares 515,391 Value ($000) $68,104 Avg Close — Range —
Q1 2025
Shares 513,175 Value ($000) $64,645 Avg Close — Range —
Q4 2024
Shares 514,623 Value ($000) $66,561 Avg Close — Range —
Q3 2024
Shares 498,053 Value ($000) $65,867 Avg Close — Range —
Q2 2024
Shares 480,649 Value ($000) $58,034 Avg Close — Range —
Q1 2024
Shares 469,101 Value ($000) $58,792 Avg Close — Range —
Q4 2023
Shares 467,654 Value ($000) $54,384 Avg Close — Range —
Q3 2023
Shares 469,109 Value ($000) $48,947 Avg Close — Range —
Q2 2023
Shares 470,367 Value ($000) $51,665 Avg Close — Range —
Q1 2023
Shares 463,438 Value ($000) $49,217 Avg Close — Range —
Q4 2022
Shares 456,888 Value ($000) $48,129 Avg Close — Range —
Q3 2022
Shares 481,152 Value ($000) $46,215 Avg Close — Range —
Q2 2022
Shares 465,294 Value ($000) $47,260 Avg Close — Range —
Q1 2022
Shares 372,092 Value ($000) $44,517 Avg Close — Range —
Q4 2021
Shares 221,906 Value ($000) $27,157 Avg Close — Range —
Q3 2021
Shares 213,691 Value ($000) $24,200,526 Avg Close — Range —
Q2 2021
Shares 209,268 Value ($000) $24,061,606 Avg Close — Range —
Q1 2021
Shares 189,889 Value ($000) $20,754,872 Avg Close — Range —
Q4 2020
Shares 175,104 Value ($000) $16,978 Avg Close — Range —
Q3 2020
Shares 180,615 Value ($000) $14,600,956 Avg Close — Range —
Q2 2020
Shares 185,526 Value ($000) $14,198,325 Avg Close — Range —
Q1 2020
Shares 185,689 Value ($000) $11,900,836 Avg Close — Range —
Q4 2019
Shares 214,025 Value ($000) $20,283,130 Avg Close — Range —
Q3 2019
Shares 201,074 Value ($000) $18,036 Avg Close — Range —
Q2 2019
Shares 193,349 Value ($000) $17,233,206 Avg Close — Range —
Q1 2019
Shares 195,356 Value ($000) $16,968,663 Avg Close — Range —
Q4 2018
Shares 190,612 Value ($000) $14,553 Avg Close — Range —
Q3 2018
Shares 181,775 Value ($000) $16,407 Avg Close — Range —
Q2 2018
Shares 160,433 Value ($000) $14,197 Avg Close — Range —
Q1 2018
Shares 150,569 Value ($000) $13,017 Avg Close — Range —
Q4 2017
Shares 140,283 Value ($000) $12,504 Avg Close — Range —
Q3 2017
Shares 141,432 Value ($000) $12,011 Avg Close — Range —
Q2 2017
Shares 141,263 Value ($000) $11,886 Avg Close — Range —
Q1 2017
Shares 139,801 Value ($000) $11,601 Avg Close — Range —
Q4 2016
Shares 137,069 Value ($000) $11,023 Avg Close — Range —
Q3 2016
Shares 133,559 Value ($000) $10,252 Avg Close — Range —
Q2 2016
Shares 136,175 Value ($000) $10,115 Avg Close — Range —
Q1 2016
Shares 125,716 Value ($000) $8,917 Avg Close — Range —
Q4 2015
Shares 122,020 Value ($000) $8,373 Avg Close — Range —
Q3 2015
Shares 126,906 Value ($000) $8,514 Avg Close — Range —
Q2 2015
Shares 124,642 Value ($000) $9,194 Avg Close — Range —
Q1 2015
Shares 124,483 Value ($000) $9,371 Avg Close — Range —
Q4 2014
Shares 121,703 Value ($000) $8,978 Avg Close — Range —
Q3 2014
Shares 120,125 Value ($000) $8,409 Avg Close — Range —
Q2 2014
Shares 117,964 Value ($000) $8,561 Avg Close — Range —
Q1 2014
Shares 119,724 Value ($000) $8,223 Avg Close — Range —
Q4 2013
Shares 135,452 Value ($000) $8,905 Avg Close — Range —