ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 37,748 Value ($000) $4,240 Avg Close — Range —
Q3 2025
Shares 37,748 Value ($000) $4,188 Avg Close — Range —
Q2 2025
Shares 37,748 Value ($000) $3,982 Avg Close — Range —
Q1 2025
Shares 37,748 Value ($000) $3,756 Avg Close — Range —
Q4 2024
Shares 37,748 Value ($000) $4,004 Avg Close — Range —
Q3 2024
Shares 37,748 Value ($000) $4,003 Avg Close — Range —
Q1 2024
Shares 37,748 Value ($000) $3,899 Avg Close — Range —
Q4 2023
Shares 37,748 Value ($000) $3,575 Avg Close — Range —