ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 41,201 Value ($000) $5,078 Avg Close — Range —
Q3 2025
Shares 42,400 Value ($000) $5,119 Avg Close — Range —
Q2 2025
Shares 42,444 Value ($000) $4,673 Avg Close — Range —
Q1 2025
Shares 42,444 Value ($000) $3,940 Avg Close — Range —
Q4 2024
Shares 42,538 Value ($000) $4,319 Avg Close — Range —
Q3 2024
Shares 42,828 Value ($000) $4,101 Avg Close — Range —
Q2 2024
Shares 39,995 Value ($000) $3,701 Avg Close — Range —
Q1 2024
Shares 39,101 Value ($000) $3,302 Avg Close — Range —
Q4 2023
Shares 39,101 Value ($000) $2,936 Avg Close — Range —
Q3 2023
Shares 41,455 Value ($000) $2,836 Avg Close — Range —
Q2 2023
Shares 41,455 Value ($000) $2,922 Avg Close — Range —
Q1 2023
Shares 41,534 Value ($000) $2,654 Avg Close — Range —
Q4 2022
Shares 41,864 Value ($000) $2,449 Avg Close — Range —
Q3 2022
Shares 41,864 Value ($000) $2,422 Avg Close — Range —
Q2 2022
Shares 41,864 Value ($000) $2,526 Avg Close — Range —
Q1 2022
Shares 41,864 Value ($000) $3,198 Avg Close — Range —
Q4 2021
Shares 41,864 Value ($000) $3,503 Avg Close — Range —