ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 87,394 Value ($000) $32,637 Avg Close — Range —
Q3 2025
Shares 88,503 Value ($000) $32,346 Avg Close — Range —
Q2 2025
Shares 89,455 Value ($000) $30,376 Avg Close — Range —
Q1 2025
Shares 90,515 Value ($000) $27,765 Avg Close — Range —
Q4 2024
Shares 93,909 Value ($000) $30,254 Avg Close — Range —
Q3 2024
Shares 95,246 Value ($000) $29,944 Avg Close — Range —
Q2 2024
Shares 97,444 Value ($000) $28,993 Avg Close — Range —
Q1 2024
Shares 101,808 Value ($000) $29,324 Avg Close — Range —
Q4 2023
Shares 107,042 Value ($000) $28,073 Avg Close — Range —
Q3 2023
Shares 107,789 Value ($000) $25,321 Avg Close — Range —
Q2 2023
Shares 110,909 Value ($000) $27,033 Avg Close — Range —
Q1 2023
Shares 111,229 Value ($000) $25,052 Avg Close — Range —
Q4 2022
Shares 113,184 Value ($000) $23,827 Avg Close — Range —
Q3 2022
Shares 113,891 Value ($000) $22,474 Avg Close — Range —
Q2 2022
Shares 114,748 Value ($000) $23,840 Avg Close — Range —
Q1 2022
Shares 115,196 Value ($000) $28,807 Avg Close — Range —
Q4 2021
Shares 116,011 Value ($000) $30,677 Avg Close — Range —
Q3 2021
Shares 116,945 Value ($000) $28,267 Avg Close — Range —
Q2 2021
Shares 117,684 Value ($000) $29,125 Avg Close — Range —
Q1 2021
Shares 120,067 Value ($000) $26,875 Avg Close — Range —
Q4 2020
Shares 120,258 Value ($000) $25,475 Avg Close — Range —