ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 93,077 Value ($000) $11,473 Avg Close — Range —
Q3 2025
Shares 87,668 Value ($000) $10,583 Avg Close — Range —
Q2 2025
Shares 84,287 Value ($000) $9,280 Avg Close — Range —
Q1 2025
Shares 81,787 Value ($000) $7,592 Avg Close — Range —
Q4 2024
Shares 78,535 Value ($000) $7,974 Avg Close — Range —
Q3 2024
Shares 72,171 Value ($000) $6,910 Avg Close — Range —
Q2 2024
Shares 69,552 Value ($000) $6,436 Avg Close — Range —
Q1 2024
Shares 57,861 Value ($000) $4,886 Avg Close — Range —
Q4 2023
Shares 54,142 Value ($000) $4,066 Avg Close — Range —
Q3 2023
Shares 48,922 Value ($000) $3,347 Avg Close — Range —
Q2 2023
Shares 46,014 Value ($000) $3,243 Avg Close — Range —
Q1 2023
Shares 45,326 Value ($000) $2,896 Avg Close — Range —
Q4 2022
Shares 39,872 Value ($000) $2,332 Avg Close — Range —
Q3 2022
Shares 36,599 Value ($000) $2,117 Avg Close — Range —
Q2 2022
Shares 31,963 Value ($000) $1,929 Avg Close — Range —
Q1 2022
Shares 29,662 Value ($000) $2,266 Avg Close — Range —
Q4 2021
Shares 26,091 Value ($000) $2,183 Avg Close — Range —
Q3 2021
Shares 23,779 Value ($000) $1,758 Avg Close — Range —
Q2 2021
Shares 23,768 Value ($000) $1,801 Avg Close — Range —
Q1 2021
Shares 22,535 Value ($000) $1,467 Avg Close — Range —
Q4 2020
Shares 20,769 Value ($000) $1,325 Avg Close — Range —