ISHARES TR

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

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

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

Q4 2025
Shares 70 Value ($000) $13 Avg Close — Range —
Q3 2025
Shares 70 Value ($000) $12 Avg Close — Range —
Q2 2025
Shares 70 Value ($000) $11 Avg Close — Range —
Q1 2025
Shares 70 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 70 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 70 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 70 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 70 Value ($000) $11 Avg Close — Range —
Q4 2023
Shares 70 Value ($000) $11 Avg Close — Range —
Q3 2023
Shares 70 Value ($000) $9 Avg Close — Range —
Q2 2023
Shares 70 Value ($000) $10 Avg Close — Range —
Q1 2023
Shares 70 Value ($000) $10 Avg Close — Range —
Q4 2022
Shares 70 Value ($000) $10 Avg Close — Range —
Q3 2022
Shares 70 Value ($000) $9 Avg Close — Range —
Q2 2022
Shares 70 Value ($000) $10 Avg Close — Range —