ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 4,819 Value ($000) $1,556 Avg Close — Range —
Q3 2025
Shares 3,860 Value ($000) $1,235 Avg Close — Range —
Q2 2025
Shares 3,656 Value ($000) $1,045 Avg Close — Range —
Q1 2025
Shares 3,324 Value ($000) $849 Avg Close — Range —
Q4 2024
Shares 3,033 Value ($000) $873 Avg Close — Range —
Q3 2024
Shares 2,710 Value ($000) $770 Avg Close — Range —
Q2 2024
Shares 2,364 Value ($000) $621 Avg Close — Range —
Q1 2024
Shares 1,691 Value ($000) $458 Avg Close — Range —