ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 4,405 Value ($000) $1,084 Avg Close — Range —
Q3 2025
Shares 4,368 Value ($000) $1,057 Avg Close — Range —
Q2 2025
Shares 4,361 Value ($000) $941 Avg Close — Range —
Q1 2025
Shares 4,368 Value ($000) $871 Avg Close — Range —
Q4 2024
Shares 5,157 Value ($000) $1,140 Avg Close — Range —
Q3 2024
Shares 5,192 Value ($000) $1,147 Avg Close — Range —
Q2 2024
Shares 5,782 Value ($000) $1,173 Avg Close — Range —
Q1 2024
Shares 5,762 Value ($000) $1,212 Avg Close — Range —
Q4 2023
Shares 5,759 Value ($000) $1,156 Avg Close — Range —
Q3 2023
Shares 5,731 Value ($000) $1,013 Avg Close — Range —
Q2 2023
Shares 5,828 Value ($000) $1,091 Avg Close — Range —
Q1 2023
Shares 5,809 Value ($000) $1,036 Avg Close — Range —
Q4 2022
Shares 5,673 Value ($000) $989 Avg Close — Range —
Q3 2022
Shares 5,452 Value ($000) $899 Avg Close — Range —
Q2 2022
Shares 5,526 Value ($000) $936 Avg Close — Range —
Q1 2022
Shares 5,889 Value ($000) $1,209 Avg Close — Range —
Q4 2021
Shares 469,929 Value ($000) $104,536 Avg Close — Range —
Q3 2021
Shares 469,859 Value ($000) $102,781,642 Avg Close — Range —
Q2 2021
Shares 469,350 Value ($000) $107,654,777 Avg Close — Range —
Q1 2021
Shares 469,373 Value ($000) $103,703,231 Avg Close — Range —
Q4 2020
Shares 601,869 Value ($000) $118,002 Avg Close — Range —
Q3 2020
Shares 281,661 Value ($000) $42,190,001 Avg Close — Range —
Q2 2020
Shares 281,343 Value ($000) $40,282,691 Avg Close — Range —
Q1 2020
Shares 281,143 Value ($000) $32,179,628 Avg Close — Range —
Q4 2019
Shares 320,661 Value ($000) $53,123,933 Avg Close — Range —
Q3 2019
Shares 316,862 Value ($000) $47,953 Avg Close — Range —
Q2 2019
Shares 310,705 Value ($000) $48,314,601 Avg Close — Range —
Q1 2019
Shares 305,640 Value ($000) $46,790,385 Avg Close — Range —
Q4 2018
Shares 269,268 Value ($000) $36,055 Avg Close — Range —
Q3 2018
Shares 269,228 Value ($000) $45,378 Avg Close — Range —
Q2 2018
Shares 3,121 Value ($000) $509 Avg Close — Range —
Q1 2018
Shares 3,118 Value ($000) $474 Avg Close — Range —
Q4 2017
Shares 3,082 Value ($000) $470 Avg Close — Range —