ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 188,223 Value ($000) $12,423 Avg Close — Range —
Q3 2025
Shares 167,929 Value ($000) $10,959 Avg Close — Range —
Q2 2025
Shares 141,026 Value ($000) $8,746 Avg Close — Range —
Q1 2025
Shares 130,639 Value ($000) $7,623 Avg Close — Range —
Q4 2024
Shares 114,025 Value ($000) $7,105 Avg Close — Range —
Q3 2024
Shares 112,252 Value ($000) $6,996 Avg Close — Range —
Q2 2024
Shares 110,093 Value ($000) $6,443 Avg Close — Range —
Q1 2024
Shares 109,494 Value ($000) $6,651 Avg Close — Range —
Q4 2023
Shares 22,340 Value ($000) $6,192 Avg Close — Range —
Q3 2023
Shares 22,774 Value ($000) $5,679 Avg Close — Range —
Q2 2023
Shares 22,444 Value ($000) $5,869 Avg Close — Range —
Q1 2023
Shares 23,402 Value ($000) $5,854 Avg Close — Range —
Q4 2022
Shares 23,656 Value ($000) $5,722 Avg Close — Range —
Q3 2022
Shares 22,841 Value ($000) $5,008 Avg Close — Range —
Q2 2022
Shares 22,016 Value ($000) $4,981 Avg Close — Range —
Q1 2022
Shares 23,439 Value ($000) $6,290 Avg Close — Range —
Q4 2021
Shares 4,184 Value ($000) $1,184 Avg Close — Range —
Q3 2021
Shares 3,944 Value ($000) $1,038 Avg Close — Range —
Q2 2021
Shares 4,006 Value ($000) $1,071 Avg Close — Range —
Q1 2021
Shares 4,314 Value ($000) $1,123 Avg Close — Range —
Q4 2020
Shares 3,825 Value ($000) $879 Avg Close — Range —