ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 678 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 720 Value ($000) $337 Avg Close — Range —
Q2 2025
Shares 712 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 712 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 712 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 712 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 709 Value ($000) $258 Avg Close — Range —
Q1 2024
Shares 709 Value ($000) $239 Avg Close — Range —
Q4 2023
Shares 709 Value ($000) $215 Avg Close — Range —
Q3 2023
Shares 675 Value ($000) $179 Avg Close — Range —
Q2 2023
Shares 675 Value ($000) $186 Avg Close — Range —
Q1 2023
Shares 675 Value ($000) $165 Avg Close — Range —
Q4 2022
Shares 675 Value ($000) $145 Avg Close — Range —
Q3 2022
Shares 675 Value ($000) $142 Avg Close — Range —
Q2 2022
Shares 674 Value ($000) $148 Avg Close — Range —
Q1 2022
Shares 675 Value ($000) $187 Avg Close — Range —
Q4 2021
Shares 694 Value ($000) $212 Avg Close — Range —