ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

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

Q4 2025
Shares 59,940 Value ($000) $41,056 Avg Close — Range —
Q3 2025
Shares 60,761 Value ($000) $40,667 Avg Close — Range —
Q2 2025
Shares 60,203 Value ($000) $37,380 Avg Close — Range —
Q1 2025
Shares 63,075 Value ($000) $35,442 Avg Close — Range —
Q4 2024
Shares 63,052 Value ($000) $37,118 Avg Close — Range —
Q3 2024
Shares 62,976 Value ($000) $36,326 Avg Close — Range —
Q2 2024
Shares 61,388 Value ($000) $33,594 Avg Close — Range —
Q1 2024
Shares 57,072 Value ($000) $30,004 Avg Close — Range —
Q4 2023
Shares 46,744 Value ($000) $22,326 Avg Close — Range —
Q3 2023
Shares 41,262 Value ($000) $17,719 Avg Close — Range —
Q2 2023
Shares 41,243 Value ($000) $18,383 Avg Close — Range —
Q1 2023
Shares 40,270 Value ($000) $16,554 Avg Close — Range —
Q4 2022
Shares 38,458 Value ($000) $14,776 Avg Close — Range —
Q3 2022
Shares 39,958 Value ($000) $14,331 Avg Close — Range —
Q2 2022
Shares 37,644 Value ($000) $14,273 Avg Close — Range —
Q1 2022
Shares 34,904 Value ($000) $15,835 Avg Close — Range —
Q4 2021
Shares 33,876 Value ($000) $16,159 Avg Close — Range —