ISHARES TR

Ticker: LRGF CUSIP: 46434V282 Class: U S EQUITY FACTR

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

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

Q4 2025
Shares 77,035 Value ($000) $5,349 Avg Close Range
Q3 2025
Shares 78,844 Value ($000) $5,447 Avg Close Range
Q2 2025
Shares 79,263 Value ($000) $5,083 Avg Close Range
Q1 2025
Shares 83,789 Value ($000) $4,850 Avg Close Range
Q4 2024
Shares 85,617 Value ($000) $5,167 Avg Close Range
Q3 2024
Shares 87,401 Value ($000) $5,137 Avg Close Range
Q2 2024
Shares 88,728 Value ($000) $4,941 Avg Close Range
Q1 2024
Shares 92,751 Value ($000) $4,991 Avg Close Range
Q4 2023
Shares 106,294 Value ($000) $5,133 Avg Close Range
Q3 2023
Shares 108,435 Value ($000) $4,697 Avg Close Range
Q2 2023
Shares 108,497 Value ($000) $4,835 Avg Close Range
Q1 2023
Shares 108,431 Value ($000) $4,493 Avg Close Range
Q4 2022
Shares 109,242 Value ($000) $4,262 Avg Close Range
Q3 2022
Shares 108,722 Value ($000) $3,938 Avg Close Range
Q2 2022
Shares 108,384 Value ($000) $4,108 Avg Close Range
Q1 2022
Shares 106,274 Value ($000) $4,727 Avg Close Range
Q4 2021
Shares 108,772 Value ($000) $5,064 Avg Close Range
Q3 2021
Shares 106,245 Value ($000) $4,477 Avg Close Range
Q2 2021
Shares 126,337 Value ($000) $5,468 Avg Close Range
Q1 2021
Shares 124,988 Value ($000) $5,080 Avg Close Range
Q4 2020
Shares 121,573 Value ($000) $4,580 Avg Close Range