ISHARES TR

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 2,916 Value ($000) $1,380 Avg Close — Range —
Q3 2025
Shares 2,916 Value ($000) $1,366 Avg Close — Range —
Q2 2025
Shares 2,916 Value ($000) $1,238 Avg Close — Range —
Q1 2025
Shares 2,943 Value ($000) $1,063 Avg Close — Range —
Q4 2024
Shares 3,050 Value ($000) $1,225 Avg Close — Range —
Q3 2024
Shares 3,050 Value ($000) $1,145 Avg Close — Range —
Q2 2024
Shares 3,069 Value ($000) $1,119 Avg Close — Range —
Q1 2024
Shares 3,069 Value ($000) $1,034 Avg Close — Range —
Q4 2023
Shares 1,322 Value ($000) $401 Avg Close — Range —
Q3 2023
Shares 1,178 Value ($000) $313 Avg Close — Range —
Q2 2023
Shares 1,178 Value ($000) $324 Avg Close — Range —
Q1 2023
Shares 1,178 Value ($000) $288 Avg Close — Range —
Q2 2022
Shares 920 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 920 Value ($000) $255 Avg Close — Range —
Q4 2021
Shares 920 Value ($000) $281 Avg Close — Range —
Q3 2021
Shares 920 Value ($000) $252 Avg Close — Range —
Q2 2021
Shares 920 Value ($000) $250 Avg Close — Range —
Q1 2021
Shares 920 Value ($000) $224 Avg Close — Range —
Q4 2020
Shares 920 Value ($000) $222 Avg Close — Range —