ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 3,854 Value ($000) $1,824 Avg Close — Range —
Q3 2025
Shares 4,098 Value ($000) $1,920 Avg Close — Range —
Q2 2025
Shares 3,790 Value ($000) $1,609 Avg Close — Range —
Q1 2025
Shares 3,424 Value ($000) $1,236 Avg Close — Range —
Q4 2024
Shares 3,514 Value ($000) $1,411 Avg Close — Range —
Q3 2024
Shares 3,535 Value ($000) $1,327 Avg Close — Range —
Q2 2024
Shares 3,615 Value ($000) $1,318 Avg Close — Range —
Q1 2024
Shares 3,665 Value ($000) $1,235 Avg Close — Range —
Q4 2023
Shares 3,665 Value ($000) $1,111 Avg Close — Range —
Q3 2023
Shares 3,713 Value ($000) $988 Avg Close — Range —
Q2 2023
Shares 3,733 Value ($000) $1,027 Avg Close — Range —
Q1 2023
Shares 3,744 Value ($000) $915 Avg Close — Range —
Q4 2022
Shares 3,740 Value ($000) $801 Avg Close — Range —
Q3 2022
Shares 3,740 Value ($000) $786 Avg Close — Range —
Q2 2022
Shares 3,740 Value ($000) $817 Avg Close — Range —
Q1 2022
Shares 3,288 Value ($000) $912 Avg Close — Range —
Q4 2021
Shares 3,288 Value ($000) $1,004 Avg Close — Range —