ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 21,964 Value ($000) $1,703 Avg Close — Range —
Q3 2025
Shares 23,388 Value ($000) $1,794 Avg Close — Range —
Q2 2025
Shares 23,940 Value ($000) $1,740 Avg Close — Range —
Q1 2025
Shares 27,726 Value ($000) $1,761 Avg Close — Range —
Q4 2024
Shares 29,652 Value ($000) $1,801 Avg Close — Range —
Q3 2024
Shares 31,147 Value ($000) $2,109 Avg Close — Range —
Q2 2024
Shares 37,174 Value ($000) $2,291 Avg Close — Range —
Q1 2024
Shares 42,769 Value ($000) $2,709 Avg Close — Range —
Q4 2023
Shares 53,266 Value ($000) $3,297 Avg Close — Range —
Q3 2023
Shares 52,018 Value ($000) $2,937 Avg Close — Range —
Q2 2023
Shares 51,951 Value ($000) $3,064 Avg Close — Range —
Q1 2023
Shares 53,330 Value ($000) $3,174 Avg Close — Range —
Q4 2022
Shares 54,916 Value ($000) $3,102 Avg Close — Range —
Q3 2022
Shares 57,155 Value ($000) $2,788 Avg Close — Range —
Q2 2022
Shares 57,274 Value ($000) $3,127 Avg Close — Range —
Q1 2022
Shares 53,124 Value ($000) $3,524 Avg Close — Range —
Q4 2021
Shares 50,254 Value ($000) $3,673 Avg Close — Range —