ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 16,228 Value ($000) $1,528 Avg Close — Range —
Q3 2025
Shares 16,161 Value ($000) $1,538 Avg Close — Range —
Q2 2025
Shares 16,356 Value ($000) $1,535 Avg Close — Range —
Q1 2025
Shares 16,497 Value ($000) $1,545 Avg Close — Range —
Q4 2024
Shares 18,413 Value ($000) $1,635 Avg Close — Range —
Q3 2024
Shares 19,422 Value ($000) $1,773 Avg Close — Range —
Q2 2024
Shares 20,041 Value ($000) $1,683 Avg Close — Range —
Q1 2024
Shares 21,002 Value ($000) $1,755 Avg Close — Range —
Q4 2023
Shares 31,058 Value ($000) $2,423 Avg Close — Range —
Q3 2023
Shares 33,776 Value ($000) $2,445 Avg Close — Range —
Q2 2023
Shares 32,493 Value ($000) $2,415 Avg Close — Range —
Q1 2023
Shares 32,311 Value ($000) $2,350 Avg Close — Range —
Q4 2022
Shares 34,207 Value ($000) $2,466 Avg Close — Range —
Q3 2022
Shares 31,320 Value ($000) $2,070 Avg Close — Range —
Q2 2022
Shares 29,541 Value ($000) $2,074 Avg Close — Range —
Q1 2022
Shares 32,891 Value ($000) $2,552 Avg Close — Range —
Q4 2021
Shares 24,938 Value ($000) $2,017 Avg Close — Range —
Q3 2021
Shares 24,021 Value ($000) $1,766 Avg Close — Range —
Q2 2021
Shares 24,407 Value ($000) $1,856 Avg Close — Range —
Q1 2021
Shares 23,000 Value ($000) $1,591 Avg Close — Range —
Q4 2020
Shares 21,033 Value ($000) $1,428 Avg Close — Range —