ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 209 Value ($000) $25 Avg Close — Range —
Q3 2025
Shares 265 Value ($000) $31 Avg Close — Range —
Q2 2025
Shares 208 Value ($000) $23 Avg Close — Range —
Q1 2025
Shares 208 Value ($000) $22 Avg Close — Range —
Q4 2024
Shares 208 Value ($000) $24 Avg Close — Range —
Q3 2024
Shares 150 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 125 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 125 Value ($000) $14 Avg Close — Range —
Q4 2023
Shares 2,112 Value ($000) $229 Avg Close — Range —
Q3 2023
Shares 324 Value ($000) $31 Avg Close — Range —
Q2 2023
Shares 324 Value ($000) $32 Avg Close — Range —
Q1 2023
Shares 200 Value ($000) $19 Avg Close — Range —
Q4 2019
Shares 324 Value ($000) $27,167 Avg Close — Range —
Q3 2019
Shares 324 Value ($000) $25 Avg Close — Range —
Q2 2019
Shares 324 Value ($000) $25,363 Avg Close — Range —
Q1 2019
Shares 324 Value ($000) $24,997 Avg Close — Range —
Q4 2018
Shares 324 Value ($000) $22 Avg Close — Range —
Q3 2018
Shares 324 Value ($000) $28 Avg Close — Range —