ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 5,652 Value ($000) $774 Avg Close — Range —
Q3 2025
Shares 5,652 Value ($000) $805 Avg Close — Range —
Q2 2025
Shares 5,652 Value ($000) $784 Avg Close — Range —
Q1 2025
Shares 5,652 Value ($000) $664 Avg Close — Range —
Q4 2024
Shares 6,434 Value ($000) $816 Avg Close — Range —
Q3 2024
Shares 6,434 Value ($000) $755 Avg Close — Range —
Q2 2024
Shares 6,434 Value ($000) $710 Avg Close — Range —
Q1 2024
Shares 6,434 Value ($000) $734 Avg Close — Range —
Q4 2023
Shares 6,434 Value ($000) $672 Avg Close — Range —
Q3 2023
Shares 6,434 Value ($000) $588 Avg Close — Range —
Q2 2023
Shares 6,495 Value ($000) $628 Avg Close — Range —
Q1 2023
Shares 6,495 Value ($000) $591 Avg Close — Range —
Q4 2022
Shares 9,995 Value ($000) $836 Avg Close — Range —
Q3 2022
Shares 9,995 Value ($000) $784 Avg Close — Range —
Q2 2022
Shares 9,995 Value ($000) $792 Avg Close — Range —
Q1 2022
Shares 9,995 Value ($000) $1,004 Avg Close — Range —
Q4 2021
Shares 9,995 Value ($000) $1,152 Avg Close — Range —
Q3 2021
Shares 9,934 Value ($000) $1,113,303 Avg Close — Range —
Q2 2021
Shares 9,934 Value ($000) $1,124,529 Avg Close — Range —
Q1 2021
Shares 9,934 Value ($000) $1,013,864 Avg Close — Range —
Q4 2020
Shares 9,934 Value ($000) $1,020 Avg Close — Range —
Q3 2020
Shares 4,967 Value ($000) $858,645 Avg Close — Range —
Q2 2020
Shares 4,967 Value ($000) $785,382 Avg Close — Range —
Q1 2020
Shares 5,091 Value ($000) $619,015 Avg Close — Range —
Q4 2019
Shares 5,091 Value ($000) $776,785 Avg Close — Range —
Q3 2019
Shares 5,091 Value ($000) $719 Avg Close — Range —
Q2 2019
Shares 4,015 Value ($000) $572,499 Avg Close — Range —
Q1 2019
Shares 4,015 Value ($000) $544,715 Avg Close — Range —
Q4 2018
Shares 4,015 Value ($000) $456 Avg Close — Range —
Q3 2018
Shares 4,015 Value ($000) $544 Avg Close — Range —
Q2 2018
Shares 4,015 Value ($000) $509 Avg Close — Range —
Q1 2018
Shares 4,015 Value ($000) $493 Avg Close — Range —
Q4 2017
Shares 4,015 Value ($000) $484 Avg Close — Range —
Q3 2017
Shares 4,015 Value ($000) $454 Avg Close — Range —
Q2 2017
Shares 4,015 Value ($000) $434 Avg Close — Range —
Q1 2017
Shares 4,015 Value ($000) $416 Avg Close — Range —
Q4 2016
Shares 4,015 Value ($000) $391 Avg Close — Range —
Q3 2016
Shares 4,015 Value ($000) $391 Avg Close — Range —
Q2 2016
Shares 4,015 Value ($000) $376 Avg Close — Range —
Q1 2016
Shares 4,015 Value ($000) $370 Avg Close — Range —
Q4 2015
Shares 4,015 Value ($000) $369 Avg Close — Range —
Q3 2015
Shares 4,015 Value ($000) $356 Avg Close — Range —
Q2 2015
Shares 4,015 Value ($000) $389 Avg Close — Range —
Q1 2015
Shares 4,015 Value ($000) $393 Avg Close — Range —
Q4 2014
Shares 4,015 Value ($000) $374 Avg Close — Range —
Q3 2014
Shares 4,115 Value ($000) $363 Avg Close — Range —
Q2 2014
Shares 4,115 Value ($000) $368 Avg Close — Range —
Q1 2014
Shares 4,115 Value ($000) $353 Avg Close — Range —
Q4 2013
Shares 4,115 Value ($000) $347 Avg Close — Range —