ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

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

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

Q4 2025
Shares 217,815 Value ($000) $10,618 Avg Close Range
Q3 2025
Shares 197,582 Value ($000) $9,650 Avg Close Range
Q2 2025
Shares 182,860 Value ($000) $8,896 Avg Close Range
Q1 2025
Shares 180,550 Value ($000) $8,730 Avg Close Range
Q4 2024
Shares 172,389 Value ($000) $8,235 Avg Close Range
Q3 2024
Shares 151,810 Value ($000) $7,390 Avg Close Range
Q2 2024
Shares 141,284 Value ($000) $6,693 Avg Close Range
Q1 2024
Shares 127,393 Value ($000) $6,044 Avg Close Range
Q4 2023
Shares 106,309 Value ($000) $5,056 Avg Close Range
Q3 2023
Shares 91,416 Value ($000) $4,240 Avg Close Range
Q2 2023
Shares 67,585 Value ($000) $3,152 Avg Close Range
Q1 2023
Shares 53,841 Value ($000) $2,539 Avg Close Range
Q4 2022
Shares 75,419 Value ($000) $3,502 Avg Close Range
Q3 2022
Shares 42,027 Value ($000) $1,937 Avg Close Range
Q2 2022
Shares 38,384 Value ($000) $1,820 Avg Close Range
Q1 2022
Shares 54,703 Value ($000) $2,651 Avg Close Range
Q4 2021
Shares 24,585 Value ($000) $1,240 Avg Close Range
Q3 2021
Shares 24,091 Value ($000) $1,230 Avg Close Range
Q2 2021
Shares 23,966 Value ($000) $1,231 Avg Close Range
Q1 2021
Shares 20,546 Value ($000) $1,054 Avg Close Range
Q4 2020
Shares 18,785 Value ($000) $970 Avg Close Range