ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,141 Value ($000) $527 Avg Close — Range —
Q3 2025
Shares 2,036 Value ($000) $493 Avg Close — Range —
Q2 2025
Shares 2,245 Value ($000) $484 Avg Close — Range —
Q1 2025
Shares 2,030 Value ($000) $405 Avg Close — Range —
Q4 2024
Shares 1,485 Value ($000) $328 Avg Close — Range —
Q3 2024
Shares 1,482 Value ($000) $327 Avg Close — Range —
Q2 2024
Shares 1,612 Value ($000) $327 Avg Close — Range —
Q1 2024
Shares 1,609 Value ($000) $338 Avg Close — Range —
Q4 2023
Shares 1,745 Value ($000) $350 Avg Close — Range —
Q3 2023
Shares 1,818 Value ($000) $321 Avg Close — Range —
Q2 2023
Shares 1,818 Value ($000) $341 Avg Close — Range —
Q1 2023
Shares 1,815 Value ($000) $324 Avg Close — Range —
Q4 2022
Shares 1,877 Value ($000) $327 Avg Close — Range —
Q3 2022
Shares 2,163 Value ($000) $357 Avg Close — Range —
Q2 2022
Shares 1,454 Value ($000) $246 Avg Close — Range —
Q1 2022
Shares 1,652 Value ($000) $339 Avg Close — Range —
Q4 2021
Shares 903 Value ($000) $201 Avg Close — Range —