ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 180 Value ($000) $17 Avg Close — Range —
Q3 2025
Shares 180 Value ($000) $17 Avg Close — Range —
Q2 2025
Shares 180 Value ($000) $17 Avg Close — Range —
Q1 2025
Shares 180 Value ($000) $17 Avg Close — Range —
Q4 2024
Shares 544 Value ($000) $48 Avg Close — Range —
Q3 2024
Shares 427 Value ($000) $39 Avg Close — Range —