Ishares Tr shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.3M | 77k | 69.43 |
| 2025-09-30 | $5.4M | 79k | 69.08 |
| 2025-06-30 | $5.1M | 79k | 64.13 |
| 2025-03-31 | $4.8M | 84k | 57.88 |
| 2024-12-31 | $5.2M | 86k | 60.35 |
| 2024-09-30 | $5.1M | 87k | 58.77 |
| 2024-06-30 | $4.9M | 89k | 55.69 |
| 2024-03-31 | $5.0M | 93k | 53.81 |
| 2023-09-30 | $4.7M | 108k | 43.32 |
| 2023-06-30 | $4.8M | 109k | 44.56 |
| 2023-03-31 | $4.5M | 108k | 41.44 |
| 2022-12-31 | $4.3M | 109k | 39.01 |
| 2022-09-30 | $3.9M | 109k | 36.22 |
| 2022-06-30 | $4.1M | 108k | 37.90 |
| 2022-03-31 | $4.7M | 106k | 44.48 |
| 2021-12-31 | $5.1M | 109k | 46.56 |
| 2021-09-30 | $4.5M | 106k | 42.14 |
| 2021-06-30 | $5.5M | 126k | 43.28 |
| 2021-03-31 | $5.1M | 125k | 40.64 |
| 2020-12-31 | $4.6M | 122k | 37.67 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group