ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 4,346 Value ($000) $1,070 Avg Close — Range —
Q3 2025
Shares 4,346 Value ($000) $1,052 Avg Close — Range —
Q2 2025
Shares 4,346 Value ($000) $938 Avg Close — Range —
Q1 2025
Shares 4,346 Value ($000) $867 Avg Close — Range —
Q4 2024
Shares 4,346 Value ($000) $960 Avg Close — Range —
Q3 2024
Shares 4,706 Value ($000) $1,040 Avg Close — Range —
Q2 2024
Shares 4,706 Value ($000) $1,026 Avg Close — Range —
Q1 2024
Shares 4,746 Value ($000) $998 Avg Close — Range —
Q4 2023
Shares 5,261 Value ($000) $1,056 Avg Close — Range —
Q3 2023
Shares 5,963 Value ($000) $1,054 Avg Close — Range —
Q2 2023
Shares 6,154 Value ($000) $1,152 Avg Close — Range —
Q1 2023
Shares 6,163 Value ($000) $1,099 Avg Close — Range —
Q4 2022
Shares 6,163 Value ($000) $1,075 Avg Close — Range —
Q3 2022
Shares 3,326 Value ($000) $549 Avg Close — Range —
Q2 2022
Shares 3,326 Value ($000) $563 Avg Close — Range —
Q1 2022
Shares 3,406 Value ($000) $699 Avg Close — Range —
Q4 2021
Shares 4,015 Value ($000) $893 Avg Close — Range —