ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

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

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

Q4 2025
Shares 37,748 Value ($000) $1,806 Avg Close Range
Q3 2025
Shares 35,788 Value ($000) $1,719 Avg Close Range
Q2 2025
Shares 33,323 Value ($000) $1,584 Avg Close Range
Q1 2025
Shares 27,601 Value ($000) $1,311 Avg Close Range
Q4 2024
Shares 25,470 Value ($000) $1,183 Avg Close Range
Q3 2024
Shares 21,381 Value ($000) $1,039 Avg Close Range
Q2 2024
Shares 21,039 Value ($000) $981 Avg Close Range
Q1 2024
Shares 13,946 Value ($000) $656 Avg Close Range
Q4 2023
Shares 15,192 Value ($000) $725 Avg Close Range
Q3 2023
Shares 15,005 Value ($000) $680 Avg Close Range
Q2 2023
Shares 11,510 Value ($000) $543 Avg Close Range
Q1 2023
Shares 10,663 Value ($000) $512 Avg Close Range
Q4 2022
Shares 15,570 Value ($000) $728 Avg Close Range
Q3 2022
Shares 13,917 Value ($000) $646 Avg Close Range
Q2 2022
Shares 13,335 Value ($000) $653 Avg Close Range
Q1 2022
Shares 10,701 Value ($000) $553 Avg Close Range
Q4 2021
Shares 9,856 Value ($000) $544 Avg Close Range
Q3 2021
Shares 10,357 Value ($000) $571 Avg Close Range
Q2 2021
Shares 10,357 Value ($000) $579 Avg Close Range
Q1 2021
Shares 7,963 Value ($000) $436 Avg Close Range
Q4 2020
Shares 7,720 Value ($000) $436 Avg Close Range