ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 38,922 Value ($000) $4,678 Avg Close — Range —
Q3 2025
Shares 38,967 Value ($000) $4,630 Avg Close — Range —
Q2 2025
Shares 38,853 Value ($000) $4,246 Avg Close — Range —
Q1 2025
Shares 38,141 Value ($000) $3,988 Avg Close — Range —
Q4 2024
Shares 38,898 Value ($000) $4,482 Avg Close — Range —
Q3 2024
Shares 38,076 Value ($000) $4,453 Avg Close — Range —
Q2 2024
Shares 37,267 Value ($000) $3,975 Avg Close — Range —
Q1 2024
Shares 36,815 Value ($000) $4,069 Avg Close — Range —
Q4 2023
Shares 38,491 Value ($000) $4,167 Avg Close — Range —
Q3 2023
Shares 39,103 Value ($000) $3,689 Avg Close — Range —
Q2 2023
Shares 38,826 Value ($000) $3,869 Avg Close — Range —
Q1 2023
Shares 41,385 Value ($000) $4,002 Avg Close — Range —
Q4 2022
Shares 42,434 Value ($000) $4,016 Avg Close — Range —
Q3 2022
Shares 43,621 Value ($000) $3,803 Avg Close — Range —
Q2 2022
Shares 43,144 Value ($000) $3,987 Avg Close — Range —
Q1 2022
Shares 44,001 Value ($000) $4,747 Avg Close — Range —
Q4 2021
Shares 9,175 Value ($000) $1,051 Avg Close — Range —
Q3 2021
Shares 8,799 Value ($000) $961 Avg Close — Range —
Q2 2021
Shares 8,498 Value ($000) $928 Avg Close — Range —
Q1 2021
Shares 6,926 Value ($000) $752 Avg Close — Range —
Q4 2020
Shares 6,490 Value ($000) $596 Avg Close — Range —