ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 2,304 Value ($000) $262 Avg Close Range
Q3 2025
Shares 2,304 Value ($000) $255 Avg Close Range
Q2 2025
Shares 2,304 Value ($000) $229 Avg Close Range
Q1 2025
Shares 2,304 Value ($000) $225 Avg Close Range
Q4 2024
Shares 2,304 Value ($000) $250 Avg Close Range
Q3 2024
Shares 2,304 Value ($000) $248 Avg Close Range
Q2 2024
Shares 2,716 Value ($000) $285 Avg Close Range
Q1 2024
Shares 2,932 Value ($000) $301 Avg Close Range
Q4 2023
Shares 4,456 Value ($000) $459 Avg Close Range
Q3 2023
Shares 4,651 Value ($000) $415 Avg Close Range
Q2 2023
Shares 5,289 Value ($000) $503 Avg Close Range
Q1 2023
Shares 9,891 Value ($000) $926 Avg Close Range
Q4 2022
Shares 9,834 Value ($000) $898 Avg Close Range
Q3 2022
Shares 4,979 Value ($000) $411 Avg Close Range
Q2 2022
Shares 189 Value ($000) $17 Avg Close Range