ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 6,270 Value ($000) $713 Avg Close — Range —
Q3 2025
Shares 6,270 Value ($000) $693 Avg Close — Range —
Q2 2025
Shares 6,270 Value ($000) $624 Avg Close — Range —
Q1 2025
Shares 6,270 Value ($000) $611 Avg Close — Range —
Q4 2024
Shares 6,270 Value ($000) $681 Avg Close — Range —
Q3 2024
Shares 6,270 Value ($000) $675 Avg Close — Range —
Q2 2024
Shares 6,270 Value ($000) $610 Avg Close — Range —
Q1 2024
Shares 6,270 Value ($000) $644 Avg Close — Range —
Q4 2023
Shares 6,270 Value ($000) $646 Avg Close — Range —
Q3 2023
Shares 6,270 Value ($000) $559 Avg Close — Range —
Q2 2023
Shares 6,270 Value ($000) $596 Avg Close — Range —
Q1 2023
Shares 6,270 Value ($000) $587 Avg Close — Range —
Q4 2022
Shares 6,270 Value ($000) $573 Avg Close — Range —
Q3 2022
Shares 6,270 Value ($000) $517 Avg Close — Range —
Q2 2022
Shares 6,270 Value ($000) $558 Avg Close — Range —
Q1 2022
Shares 5,670 Value ($000) $581 Avg Close — Range —