ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 122,363 Value ($000) $14,706 Avg Close — Range —
Q3 2025
Shares 121,618 Value ($000) $14,452 Avg Close — Range —
Q2 2025
Shares 116,714 Value ($000) $12,756 Avg Close — Range —
Q1 2025
Shares 120,937 Value ($000) $12,646 Avg Close — Range —
Q4 2024
Shares 119,227 Value ($000) $13,737 Avg Close — Range —
Q3 2024
Shares 115,901 Value ($000) $13,556 Avg Close — Range —
Q2 2024
Shares 110,933 Value ($000) $11,832 Avg Close — Range —
Q1 2024
Shares 114,285 Value ($000) $12,631 Avg Close — Range —
Q4 2023
Shares 117,460 Value ($000) $12,715 Avg Close — Range —
Q3 2023
Shares 106,575 Value ($000) $10,053 Avg Close — Range —
Q2 2023
Shares 106,112 Value ($000) $10,574 Avg Close — Range —
Q1 2023
Shares 101,728 Value ($000) $9,837 Avg Close — Range —
Q4 2022
Shares 100,620 Value ($000) $9,523 Avg Close — Range —
Q3 2022
Shares 87,121 Value ($000) $7,596 Avg Close — Range —
Q2 2022
Shares 89,114 Value ($000) $8,235 Avg Close — Range —
Q1 2022
Shares 83,284 Value ($000) $8,985 Avg Close — Range —
Q4 2021
Shares 77,791 Value ($000) $8,908 Avg Close — Range —