ISHARES TR

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

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 2,677 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 2,677 Value ($000) $258 Avg Close — Range —
Q2 2025
Shares 3,129 Value ($000) $288 Avg Close — Range —
Q1 2025
Shares 3,015 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 2,397 Value ($000) $212 Avg Close — Range —
Q3 2024
Shares 2,285 Value ($000) $201 Avg Close — Range —
Q2 2022
Shares 400 Value ($000) $25 Avg Close — Range —