Heritage Wealth Advisors's ownership history for IWR

Heritage Wealth Advisors currently holds 8.8K shares with a market value of $855.7K. It started holding IWR on 2024-09-30. At its peak, it held 23.6K shares on 2024-09-30. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 8.8K shares on 2026-03-31, with a value of $855.7K on 2026-03-31. In the recent 180 days, Heritage Wealth Advisors has decreased its shares by 13.5K. In the recent year, Heritage Wealth Advisors has decreased its shares by 13.5K.