ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 10,191 Value ($000) $1,711 Avg Close — Range —
Q3 2025
Shares 9,838 Value ($000) $1,619 Avg Close — Range —
Q2 2025
Shares 9,773 Value ($000) $1,470 Avg Close — Range —
Q1 2025
Shares 9,375 Value ($000) $1,191 Avg Close — Range —
Q4 2024
Shares 7,366 Value ($000) $1,026 Avg Close — Range —
Q3 2024
Shares 6,456 Value ($000) $852 Avg Close — Range —
Q2 2024
Shares 3,514 Value ($000) $448 Avg Close — Range —