ISHARES TR

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

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 127 Value ($000) $27 Avg Close — Range —
Q3 2025
Shares 127 Value ($000) $26 Avg Close — Range —
Q2 2025
Shares 127 Value ($000) $25 Avg Close — Range —
Q1 2025
Shares 127 Value ($000) $24 Avg Close — Range —
Q4 2024
Shares 127 Value ($000) $24 Avg Close — Range —
Q3 2024
Shares 127 Value ($000) $24 Avg Close — Range —
Q2 2024
Shares 108 Value ($000) $20 Avg Close — Range —
Q1 2024
Shares 108 Value ($000) $19 Avg Close — Range —
Q4 2023
Shares 126 Value ($000) $21 Avg Close — Range —
Q3 2023
Shares 108 Value ($000) $16 Avg Close — Range —
Q2 2023
Shares 108 Value ($000) $17 Avg Close — Range —
Q1 2023
Shares 108 Value ($000) $16 Avg Close — Range —
Q4 2022
Shares 108 Value ($000) $16 Avg Close — Range —
Q3 2022
Shares 108 Value ($000) $15 Avg Close — Range —
Q2 2022
Shares 108 Value ($000) $16 Avg Close — Range —
Q1 2022
Shares 108 Value ($000) $18 Avg Close — Range —
Q4 2021
Shares 131 Value ($000) $22 Avg Close — Range —