ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 3,540 Value ($000) $745 Avg Close — Range —
Q3 2025
Shares 3,567 Value ($000) $726 Avg Close — Range —
Q2 2025
Shares 3,458 Value ($000) $672 Avg Close — Range —
Q1 2025
Shares 4,396 Value ($000) $827 Avg Close — Range —
Q4 2024
Shares 4,741 Value ($000) $878 Avg Close — Range —
Q3 2024
Shares 4,857 Value ($000) $922 Avg Close — Range —
Q2 2024
Shares 5,259 Value ($000) $918 Avg Close — Range —
Q1 2024
Shares 7,906 Value ($000) $1,416 Avg Close — Range —
Q4 2023
Shares 12,818 Value ($000) $2,118 Avg Close — Range —
Q3 2023
Shares 13,145 Value ($000) $1,996 Avg Close — Range —
Q2 2023
Shares 13,210 Value ($000) $2,085 Avg Close — Range —
Q1 2023
Shares 13,359 Value ($000) $2,034 Avg Close — Range —
Q4 2022
Shares 13,899 Value ($000) $2,108 Avg Close — Range —
Q3 2022
Shares 14,425 Value ($000) $1,962 Avg Close — Range —
Q2 2022
Shares 15,906 Value ($000) $2,306 Avg Close — Range —
Q1 2022
Shares 16,069 Value ($000) $2,667 Avg Close — Range —
Q4 2021
Shares 16,449 Value ($000) $2,762 Avg Close — Range —