ISHARES TR

Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF

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

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

Q4 2025
Shares 12,368 Value ($000) $805 Avg Close Range
Q3 2025
Shares 11,674 Value ($000) $685 Avg Close Range
Q2 2025
Shares 11,674 Value ($000) $659 Avg Close Range
Q1 2025
Shares 10,300 Value ($000) $627 Avg Close Range
Q4 2024
Shares 10,300 Value ($000) $600 Avg Close Range
Q3 2024
Shares 10,300 Value ($000) $670 Avg Close Range
Q2 2024
Shares 10,300 Value ($000) $631 Avg Close Range
Q1 2024
Shares 10,300 Value ($000) $638 Avg Close Range
Q4 2023
Shares 2,440 Value ($000) $698 Avg Close Range
Q3 2023
Shares 2,060 Value ($000) $556 Avg Close Range
Q2 2023
Shares 2,060 Value ($000) $577 Avg Close Range
Q1 2023
Shares 2,060 Value ($000) $563 Avg Close Range
Q4 2022
Shares 2,628 Value ($000) $746 Avg Close Range
Q3 2022
Shares 4,829 Value ($000) $1,222 Avg Close Range
Q2 2022
Shares 4,829 Value ($000) $1,299 Avg Close Range
Q1 2022
Shares 4,828 Value ($000) $1,394 Avg Close Range
Q4 2021
Shares 4,788 Value ($000) $1,438 Avg Close Range
Q3 2021
Shares 4,665 Value ($000) $1,287,167 Avg Close Range
Q2 2021
Shares 4,610 Value ($000) $1,257,839 Avg Close Range
Q1 2021
Shares 4,610 Value ($000) $1,163,748 Avg Close Range
Q4 2020
Shares 2,930 Value ($000) $721 Avg Close Range
Q3 2020
Shares 2,930 Value ($000) $665,696 Avg Close Range
Q2 2020
Shares 2,930 Value ($000) $631,825 Avg Close Range
Q1 2020
Shares 2,930 Value ($000) $550,254 Avg Close Range
Q2 2019
Shares 43 Value ($000) $8,397 Avg Close Range
Q1 2019
Shares 843 Value ($000) $163,357 Avg Close Range
Q4 2018
Shares 1,133 Value ($000) $204 Avg Close Range
Q3 2018
Shares 933 Value ($000) $189 Avg Close Range