ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 337,442 Value ($000) $46,209 Avg Close — Range —
Q3 2025
Shares 338,238 Value ($000) $48,168 Avg Close — Range —
Q2 2025
Shares 348,373 Value ($000) $48,312 Avg Close — Range —
Q1 2025
Shares 361,063 Value ($000) $42,421 Avg Close — Range —
Q4 2024
Shares 341,734 Value ($000) $43,315 Avg Close — Range —
Q3 2024
Shares 58,669 Value ($000) $6,881 Avg Close — Range —
Q2 2024
Shares 57,304 Value ($000) $6,324 Avg Close — Range —
Q1 2024
Shares 54,931 Value ($000) $6,270 Avg Close — Range —
Q4 2023
Shares 59,026 Value ($000) $6,166 Avg Close — Range —