ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 5,761 Value ($000) $1,418 Avg Close — Range —
Q3 2025
Shares 5,800 Value ($000) $1,403 Avg Close — Range —
Q2 2025
Shares 5,943 Value ($000) $1,282 Avg Close — Range —
Q1 2025
Shares 4,125 Value ($000) $823 Avg Close — Range —
Q4 2024
Shares 4,154 Value ($000) $918 Avg Close — Range —
Q3 2024
Shares 4,157 Value ($000) $918 Avg Close — Range —
Q2 2024
Shares 4,444 Value ($000) $902 Avg Close — Range —
Q1 2024
Shares 4,559 Value ($000) $959 Avg Close — Range —
Q4 2023
Shares 4,755 Value ($000) $954 Avg Close — Range —
Q3 2023
Shares 4,461 Value ($000) $788 Avg Close — Range —
Q2 2023
Shares 4,482 Value ($000) $839 Avg Close — Range —
Q1 2023
Shares 4,462 Value ($000) $796 Avg Close — Range —
Q4 2022
Shares 4,611 Value ($000) $804 Avg Close — Range —
Q3 2022
Shares 4,881 Value ($000) $805 Avg Close — Range —
Q2 2022
Shares 4,594 Value ($000) $778 Avg Close — Range —
Q1 2022
Shares 3,273 Value ($000) $672 Avg Close — Range —
Q4 2021
Shares 3,375 Value ($000) $751 Avg Close — Range —