ISHARES TR

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 175,275 Value ($000) $24,742 Avg Close — Range —
Q3 2025
Shares 173,117 Value ($000) $24,496 Avg Close — Range —
Q2 2025
Shares 168,370 Value ($000) $22,400 Avg Close — Range —
Q1 2025
Shares 166,044 Value ($000) $20,672 Avg Close — Range —
Q4 2024
Shares 172,490 Value ($000) $23,350 Avg Close — Range —
Q3 2024
Shares 170,804 Value ($000) $23,825 Avg Close — Range —
Q2 2024
Shares 163,052 Value ($000) $20,941 Avg Close — Range —
Q1 2024
Shares 161,684 Value ($000) $21,137 Avg Close — Range —
Q4 2019
Shares 14,592 Value ($000) $2,821 Avg Close — Range —