ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 2,288 Value ($000) $323 Avg Close — Range —
Q3 2025
Shares 2,288 Value ($000) $324 Avg Close — Range —
Q2 2025
Shares 2,288 Value ($000) $304 Avg Close — Range —
Q1 2025
Shares 2,288 Value ($000) $285 Avg Close — Range —
Q4 2024
Shares 2,288 Value ($000) $310 Avg Close — Range —
Q3 2024
Shares 2,288 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 2,288 Value ($000) $294 Avg Close — Range —
Q1 2024
Shares 2,288 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 2,288 Value ($000) $286 Avg Close — Range —
Q3 2023
Shares 2,288 Value ($000) $251 Avg Close — Range —
Q2 2023
Shares 2,288 Value ($000) $263 Avg Close — Range —
Q1 2023
Shares 2,288 Value ($000) $252 Avg Close — Range —
Q4 2022
Shares 2,288 Value ($000) $247 Avg Close — Range —
Q3 2022
Shares 2,288 Value ($000) $233 Avg Close — Range —
Q2 2022
Shares 3,288 Value ($000) $346 Avg Close — Range —
Q1 2022
Shares 2,764 Value ($000) $346 Avg Close — Range —
Q4 2021
Shares 1,000 Value ($000) $139 Avg Close — Range —
Q3 2021
Shares 1,000 Value ($000) $130,040 Avg Close — Range —
Q2 2021
Shares 1,000 Value ($000) $132,630 Avg Close — Range —
Q1 2021
Shares 1,000 Value ($000) $128,230 Avg Close — Range —
Q4 2020
Shares 1,000 Value ($000) $114 Avg Close — Range —
Q3 2020
Shares 500 Value ($000) $88,220 Avg Close — Range —