ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 41,331 Value ($000) $8,765 Avg Close — Range —
Q3 2025
Shares 37,649 Value ($000) $7,775 Avg Close — Range —
Q2 2025
Shares 35,845 Value ($000) $7,005 Avg Close — Range —
Q1 2025
Shares 34,472 Value ($000) $6,570 Avg Close — Range —
Q4 2024
Shares 33,197 Value ($000) $6,337 Avg Close — Range —
Q3 2024
Shares 31,116 Value ($000) $6,135 Avg Close — Range —
Q2 2024
Shares 29,757 Value ($000) $5,416 Avg Close — Range —
Q1 2024
Shares 25,896 Value ($000) $4,838 Avg Close — Range —
Q4 2023
Shares 24,843 Value ($000) $4,320 Avg Close — Range —
Q3 2023
Shares 23,637 Value ($000) $3,636 Avg Close — Range —
Q2 2023
Shares 22,657 Value ($000) $3,652 Avg Close — Range —
Q1 2023
Shares 22,695 Value ($000) $3,444 Avg Close — Range —
Q4 2022
Shares 22,181 Value ($000) $3,218 Avg Close — Range —
Q3 2022
Shares 21,402 Value ($000) $2,751 Avg Close — Range —
Q2 2022
Shares 20,221 Value ($000) $2,780 Avg Close — Range —
Q1 2022
Shares 19,266 Value ($000) $3,000 Avg Close — Range —
Q4 2021
Shares 12,038 Value ($000) $1,886 Avg Close — Range —
Q3 2021
Shares 10,530 Value ($000) $1,531 Avg Close — Range —
Q2 2021
Shares 10,498 Value ($000) $1,557 Avg Close — Range —
Q1 2021
Shares 8,809 Value ($000) $1,244 Avg Close — Range —
Q4 2020
Shares 7,928 Value ($000) $1,015 Avg Close — Range —