ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 578 Value ($000) $59 Avg Close — Range —
Q3 2025
Shares 578 Value ($000) $58 Avg Close — Range —
Q2 2025
Shares 578 Value ($000) $55 Avg Close — Range —
Q1 2025
Shares 578 Value ($000) $53 Avg Close — Range —
Q4 2024
Shares 578 Value ($000) $54 Avg Close — Range —
Q3 2024
Shares 790 Value ($000) $75 Avg Close — Range —
Q2 2024
Shares 790 Value ($000) $72 Avg Close — Range —
Q1 2024
Shares 790 Value ($000) $71 Avg Close — Range —
Q4 2023
Shares 790 Value ($000) $67 Avg Close — Range —
Q3 2023
Shares 1,449 Value ($000) $108 Avg Close — Range —
Q2 2023
Shares 1,449 Value ($000) $113 Avg Close — Range —
Q1 2023
Shares 1,449 Value ($000) $107 Avg Close — Range —
Q4 2022
Shares 1,449 Value ($000) $102 Avg Close — Range —
Q3 2022
Shares 1,449 Value ($000) $91 Avg Close — Range —
Q2 2022
Shares 1,449 Value ($000) $97 Avg Close — Range —
Q1 2022
Shares 1,449 Value ($000) $110 Avg Close — Range —
Q4 2021
Shares 1,449 Value ($000) $111 Avg Close — Range —