ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 7,445 Value ($000) $1,349 Avg Close — Range —
Q3 2025
Shares 7,473 Value ($000) $1,321 Avg Close — Range —
Q2 2025
Shares 7,504 Value ($000) $1,184 Avg Close — Range —
Q1 2025
Shares 7,492 Value ($000) $1,131 Avg Close — Range —
Q4 2024
Shares 7,519 Value ($000) $1,234 Avg Close — Range —
Q3 2024
Shares 7,517 Value ($000) $1,254 Avg Close — Range —
Q2 2024
Shares 7,151 Value ($000) $1,089 Avg Close — Range —
Q1 2024
Shares 7,058 Value ($000) $1,121 Avg Close — Range —
Q4 2023
Shares 7,141 Value ($000) $1,109 Avg Close — Range —
Q3 2023
Shares 7,150 Value ($000) $969 Avg Close — Range —
Q2 2023
Shares 7,153 Value ($000) $1,007 Avg Close — Range —
Q1 2023
Shares 7,146 Value ($000) $979 Avg Close — Range —
Q4 2022
Shares 7,199 Value ($000) $998 Avg Close — Range —
Q3 2022
Shares 7,189 Value ($000) $927 Avg Close — Range —
Q2 2022
Shares 7,208 Value ($000) $981 Avg Close — Range —
Q1 2022
Shares 7,215 Value ($000) $1,164 Avg Close — Range —
Q4 2021
Shares 7,217 Value ($000) $1,198 Avg Close — Range —