ISHARES TR

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

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 975 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 990 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 1,012 Value ($000) $430 Avg Close — Range —
Q1 2025
Shares 930 Value ($000) $336 Avg Close — Range —
Q4 2024
Shares 958 Value ($000) $385 Avg Close — Range —
Q3 2024
Shares 1,155 Value ($000) $434 Avg Close — Range —
Q2 2024
Shares 1,197 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 1,224 Value ($000) $413 Avg Close — Range —
Q4 2023
Shares 1,230 Value ($000) $373 Avg Close — Range —