ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

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

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

Q4 2025
Shares 4,575 Value ($000) $343 Avg Close — Range —
Q3 2025
Shares 4,776 Value ($000) $355 Avg Close — Range —
Q2 2025
Shares 4,997 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 5,049 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 7,860 Value ($000) $531 Avg Close — Range —
Q3 2024
Shares 8,164 Value ($000) $542 Avg Close — Range —
Q2 2024
Shares 9,212 Value ($000) $564 Avg Close — Range —
Q1 2024
Shares 10,100 Value ($000) $642 Avg Close — Range —
Q4 2023
Shares 18,200 Value ($000) $1,071 Avg Close — Range —
Q3 2023
Shares 20,329 Value ($000) $1,052 Avg Close — Range —
Q2 2023
Shares 19,566 Value ($000) $1,049 Avg Close — Range —
Q1 2023
Shares 19,345 Value ($000) $992 Avg Close — Range —
Q4 2022
Shares 18,684 Value ($000) $928 Avg Close — Range —
Q3 2022
Shares 17,566 Value ($000) $786 Avg Close — Range —
Q2 2022
Shares 13,423 Value ($000) $629 Avg Close — Range —
Q1 2022
Shares 13,122 Value ($000) $716 Avg Close — Range —
Q4 2021
Shares 12,494 Value ($000) $715 Avg Close — Range —
Q3 2021
Shares 11,740 Value ($000) $631 Avg Close — Range —
Q2 2021
Shares 11,897 Value ($000) $642 Avg Close — Range —
Q1 2021
Shares 11,117 Value ($000) $583 Avg Close — Range —
Q4 2020
Shares 10,069 Value ($000) $461 Avg Close — Range —