ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 4,323 Value ($000) $1,614 Avg Close — Range —
Q3 2025
Shares 4,399 Value ($000) $1,608 Avg Close — Range —
Q2 2025
Shares 4,403 Value ($000) $1,495 Avg Close — Range —
Q1 2025
Shares 1,773 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 1,873 Value ($000) $603 Avg Close — Range —
Q3 2024
Shares 1,879 Value ($000) $591 Avg Close — Range —
Q2 2024
Shares 1,980 Value ($000) $589 Avg Close — Range —
Q1 2024
Shares 2,032 Value ($000) $585 Avg Close — Range —
Q4 2023
Shares 2,032 Value ($000) $533 Avg Close — Range —
Q3 2023
Shares 2,092 Value ($000) $491 Avg Close — Range —
Q2 2023
Shares 2,102 Value ($000) $512 Avg Close — Range —
Q1 2023
Shares 2,102 Value ($000) $473 Avg Close — Range —
Q4 2022
Shares 2,156 Value ($000) $454 Avg Close — Range —
Q3 2022
Shares 2,118 Value ($000) $418 Avg Close — Range —
Q2 2022
Shares 1,927 Value ($000) $400 Avg Close — Range —