ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 2,953 Value ($000) $621 Avg Close — Range —
Q3 2025
Shares 3,063 Value ($000) $624 Avg Close — Range —
Q2 2025
Shares 3,059 Value ($000) $594 Avg Close — Range —
Q1 2025
Shares 3,054 Value ($000) $575 Avg Close — Range —
Q4 2024
Shares 3,050 Value ($000) $565 Avg Close — Range —
Q3 2024
Shares 3,045 Value ($000) $578 Avg Close — Range —
Q2 2024
Shares 3,316 Value ($000) $579 Avg Close — Range —
Q1 2024
Shares 3,316 Value ($000) $594 Avg Close — Range —
Q4 2023
Shares 3,306 Value ($000) $546 Avg Close — Range —
Q3 2023
Shares 3,290 Value ($000) $500 Avg Close — Range —
Q2 2023
Shares 3,290 Value ($000) $519 Avg Close — Range —
Q1 2023
Shares 3,285 Value ($000) $500 Avg Close — Range —
Q4 2022
Shares 3,279 Value ($000) $497 Avg Close — Range —
Q3 2022
Shares 3,271 Value ($000) $445 Avg Close — Range —
Q2 2022
Shares 2,045 Value ($000) $296 Avg Close — Range —
Q1 2022
Shares 2,045 Value ($000) $339 Avg Close — Range —
Q4 2021
Shares 2,045 Value ($000) $343 Avg Close — Range —
Q3 2021
Shares 2,045 Value ($000) $320 Avg Close — Range —
Q2 2021
Shares 1,705 Value ($000) $272 Avg Close — Range —