ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 985 Value ($000) $318 Avg Close — Range —
Q3 2025
Shares 985 Value ($000) $315 Avg Close — Range —
Q2 2025
Shares 985 Value ($000) $282 Avg Close — Range —
Q1 2025
Shares 985 Value ($000) $252 Avg Close — Range —
Q4 2024
Shares 831 Value ($000) $239 Avg Close — Range —
Q3 2024
Shares 831 Value ($000) $236 Avg Close — Range —
Q2 2024
Shares 831 Value ($000) $218 Avg Close — Range —
Q1 2024
Shares 831 Value ($000) $225 Avg Close — Range —
Q4 2023
Shares 819 Value ($000) $207 Avg Close — Range —