ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 1,025 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 1,025 Value ($000) $209 Avg Close — Range —