ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 4,197 Value ($000) $1,033 Avg Close — Range —
Q3 2025
Shares 4,236 Value ($000) $1,025 Avg Close — Range —
Q2 2025
Shares 4,131 Value ($000) $891 Avg Close — Range —
Q1 2025
Shares 4,131 Value ($000) $824 Avg Close — Range —
Q4 2024
Shares 4,135 Value ($000) $914 Avg Close — Range —
Q3 2024
Shares 4,135 Value ($000) $913 Avg Close — Range —
Q2 2024
Shares 4,066 Value ($000) $825 Avg Close — Range —
Q1 2024
Shares 4,066 Value ($000) $855 Avg Close — Range —
Q4 2023
Shares 3,868 Value ($000) $776 Avg Close — Range —
Q3 2023
Shares 3,868 Value ($000) $684 Avg Close — Range —
Q2 2023
Shares 3,868 Value ($000) $724 Avg Close — Range —
Q1 2023
Shares 3,868 Value ($000) $690 Avg Close — Range —
Q4 2022
Shares 2,386 Value ($000) $416 Avg Close — Range —
Q2 2022
Shares 1,549 Value ($000) $262 Avg Close — Range —
Q1 2022
Shares 1,394 Value ($000) $286 Avg Close — Range —
Q4 2021
Shares 1,369 Value ($000) $305 Avg Close — Range —
Q3 2021
Shares 1,369 Value ($000) $299 Avg Close — Range —