ISHARES TR

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

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

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

Q4 2025
Shares 441 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 474 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 700 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 700 Value ($000) $253 Avg Close — Range —
Q4 2024
Shares 726 Value ($000) $292 Avg Close — Range —
Q3 2024
Shares 860 Value ($000) $323 Avg Close — Range —
Q2 2024
Shares 1,022 Value ($000) $373 Avg Close — Range —