ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 3,649 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 2,141 Value ($000) $177 Avg Close — Range —