ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 70,865 Value ($000) $48,538 Avg Close — Range —
Q3 2025
Shares 68,902 Value ($000) $46,116 Avg Close — Range —
Q2 2025
Shares 68,119 Value ($000) $42,295 Avg Close — Range —
Q1 2025
Shares 66,067 Value ($000) $37,123 Avg Close — Range —
Q4 2024
Shares 69,108 Value ($000) $40,683 Avg Close — Range —
Q3 2024
Shares 67,090 Value ($000) $38,699 Avg Close — Range —
Q2 2024
Shares 66,075 Value ($000) $36,158 Avg Close — Range —
Q1 2024
Shares 64,686 Value ($000) $34,007 Avg Close — Range —
Q4 2023
Shares 59,156 Value ($000) $28,255 Avg Close — Range —
Q3 2023
Shares 56,419 Value ($000) $24,228 Avg Close — Range —
Q2 2023
Shares 57,621 Value ($000) $25,682 Avg Close — Range —
Q1 2023
Shares 64,096 Value ($000) $26,349 Avg Close — Range —
Q4 2022
Shares 65,392 Value ($000) $25,124 Avg Close — Range —
Q3 2022
Shares 66,012 Value ($000) $23,675 Avg Close — Range —
Q2 2022
Shares 64,493 Value ($000) $24,453 Avg Close — Range —
Q1 2022
Shares 66,489 Value ($000) $30,166 Avg Close — Range —
Q4 2021
Shares 1,780 Value ($000) $849 Avg Close — Range —
Q3 2021
Shares 1,207 Value ($000) $520 Avg Close — Range —
Q2 2021
Shares 1,034 Value ($000) $456 Avg Close — Range —