ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 27,228 Value ($000) $2,111 Avg Close — Range —
Q3 2025
Shares 25,270 Value ($000) $1,939 Avg Close — Range —
Q2 2025
Shares 25,139 Value ($000) $1,827 Avg Close — Range —
Q1 2025
Shares 24,959 Value ($000) $1,586 Avg Close — Range —
Q4 2024
Shares 24,706 Value ($000) $1,501 Avg Close — Range —
Q3 2024
Shares 22,821 Value ($000) $1,545 Avg Close — Range —
Q2 2024
Shares 23,368 Value ($000) $1,440 Avg Close — Range —
Q1 2024
Shares 21,717 Value ($000) $1,375 Avg Close — Range —
Q4 2023
Shares 26,555 Value ($000) $1,644 Avg Close — Range —
Q3 2023
Shares 28,825 Value ($000) $1,628 Avg Close — Range —
Q2 2023
Shares 27,769 Value ($000) $1,638 Avg Close — Range —
Q1 2023
Shares 28,882 Value ($000) $1,719 Avg Close — Range —
Q4 2022
Shares 28,134 Value ($000) $1,589 Avg Close — Range —
Q3 2022
Shares 28,925 Value ($000) $1,411 Avg Close — Range —
Q2 2022
Shares 26,591 Value ($000) $1,451 Avg Close — Range —
Q1 2022
Shares 26,035 Value ($000) $1,728 Avg Close — Range —
Q4 2021
Shares 16,532 Value ($000) $1,208 Avg Close — Range —
Q3 2021
Shares 15,854 Value ($000) $1,180 Avg Close — Range —
Q2 2021
Shares 15,648 Value ($000) $1,179 Avg Close — Range —
Q1 2021
Shares 15,553 Value ($000) $1,117 Avg Close — Range —
Q4 2020
Shares 15,563 Value ($000) $1,064 Avg Close — Range —