ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 22,225 Value ($000) $2,140 Avg Close — Range —
Q3 2025
Shares 22,305 Value ($000) $2,154 Avg Close — Range —
Q2 2025
Shares 22,305 Value ($000) $2,051 Avg Close — Range —
Q1 2025
Shares 22,305 Value ($000) $1,897 Avg Close — Range —
Q4 2024
Shares 23,521 Value ($000) $2,079 Avg Close — Range —
Q3 2024
Shares 23,573 Value ($000) $2,078 Avg Close — Range —
Q2 2024
Shares 23,573 Value ($000) $1,911 Avg Close — Range —
Q1 2024
Shares 22,900 Value ($000) $1,926 Avg Close — Range —
Q4 2023
Shares 15,750 Value ($000) $1,224 Avg Close — Range —
Q3 2023
Shares 15,770 Value ($000) $1,092 Avg Close — Range —
Q2 2023
Shares 15,770 Value ($000) $1,152 Avg Close — Range —
Q1 2023
Shares 15,770 Value ($000) $1,103 Avg Close — Range —
Q4 2022
Shares 15,470 Value ($000) $1,043 Avg Close — Range —
Q3 2022
Shares 15,270 Value ($000) $949 Avg Close — Range —
Q2 2022
Shares 15,254 Value ($000) $986 Avg Close — Range —
Q1 2022
Shares 15,034 Value ($000) $1,173 Avg Close — Range —
Q4 2021
Shares 14,984 Value ($000) $1,244 Avg Close — Range —
Q3 2021
Shares 14,984 Value ($000) $1,172,048 Avg Close — Range —
Q2 2021
Shares 14,984 Value ($000) $1,187,332 Avg Close — Range —
Q1 2021
Shares 14,984 Value ($000) $1,107,767 Avg Close — Range —
Q4 2020
Shares 14,984 Value ($000) $1,027 Avg Close — Range —
Q3 2020
Shares 14,984 Value ($000) $859,782 Avg Close — Range —
Q2 2020
Shares 14,984 Value ($000) $803,142 Avg Close — Range —
Q1 2020
Shares 24,984 Value ($000) $1,078,559 Avg Close — Range —
Q4 2019
Shares 24,984 Value ($000) $1,489,546 Avg Close — Range —
Q3 2019
Shares 24,984 Value ($000) $1,397 Avg Close — Range —
Q2 2019
Shares 1,560 Value ($000) $87,157 Avg Close — Range —
Q1 2019
Shares 1,560 Value ($000) $84,162 Avg Close — Range —
Q4 2018
Shares 1,560 Value ($000) $72 Avg Close — Range —