ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q4 2025
Shares 1,933 Value ($000) $476 Avg Close — Range —
Q3 2024
Shares 9,016 Value ($000) $1,992 Avg Close — Range —