ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 205,539 Value ($000) $28,991 Avg Close — Range —
Q3 2025
Shares 210,228 Value ($000) $29,363 Avg Close — Range —
Q2 2025
Shares 214,295 Value ($000) $28,317 Avg Close — Range —
Q1 2025
Shares 216,782 Value ($000) $27,308 Avg Close — Range —
Q4 2024
Shares 230,162 Value ($000) $29,769 Avg Close — Range —
Q3 2024
Shares 235,949 Value ($000) $31,204 Avg Close — Range —
Q2 2024
Shares 271,970 Value ($000) $32,838 Avg Close — Range —
Q1 2024
Shares 282,429 Value ($000) $35,397 Avg Close — Range —
Q4 2023
Shares 279,078 Value ($000) $32,454 Avg Close — Range —
Q3 2023
Shares 280,177 Value ($000) $29,234 Avg Close — Range —
Q2 2023
Shares 281,192 Value ($000) $30,886 Avg Close — Range —
Q1 2023
Shares 269,369 Value ($000) $28,607 Avg Close — Range —
Q4 2022
Shares 273,302 Value ($000) $28,790 Avg Close — Range —
Q3 2022
Shares 274,996 Value ($000) $26,413 Avg Close — Range —
Q2 2022
Shares 269,887 Value ($000) $27,412 Avg Close — Range —
Q1 2022
Shares 268,502 Value ($000) $32,124 Avg Close — Range —
Q4 2021
Shares 268,222 Value ($000) $32,825 Avg Close — Range —
Q3 2021
Shares 265,223 Value ($000) $30,037 Avg Close — Range —
Q2 2021
Shares 266,832 Value ($000) $30,710 Avg Close — Range —
Q1 2021
Shares 272,850 Value ($000) $29,823 Avg Close — Range —
Q4 2020
Shares 281,939 Value ($000) $27,337 Avg Close — Range —