WFAG
Wescott Financial Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Sell |
89,455
-1,060
| -1% | -$360K | 2.91% | 10 |
|
|
2025
Q1 | $27.8M | Sell |
90,515
-3,394
| -4% | -$1.04M | 2.88% | 10 |
|
|
2024
Q4 | $30.3M | Sell |
93,909
-1,337
| -1% | -$431K | 3.14% | 10 |
|
|
2024
Q3 | $29.9M | Sell |
95,246
-2,198
| -2% | -$691K | 3.22% | 10 |
|
|
2024
Q2 | $29M | Sell |
97,444
-4,364
| -4% | -$1.3M | 3.37% | 9 |
|
|
2024
Q1 | $29.3M | Sell |
101,808
-5,234
| -5% | -$1.51M | 3.65% | 9 |
|
|
2023
Q4 | $28.1M | Sell |
107,042
-747
| -0.7% | -$196K | 3.93% | 8 |
|
|
2023
Q3 | $25.3M | Sell |
107,789
-3,120
| -3% | -$733K | 4.63% | 5 |
|
|
2023
Q2 | $27M | Sell |
110,909
-320
| -0.3% | -$78K | 4.78% | 5 |
|
|
2023
Q1 | $25.1M | Sell |
111,229
-1,955
| -2% | -$440K | 5.44% | 5 |
|
|
2022
Q4 | $23.8M | Sell |
113,184
-707
| -0.6% | -$149K | 5.14% | 6 |
|
|
2022
Q3 | $22.5M | Sell |
113,891
-857
| -0.7% | -$169K | 6.26% | 5 |
|
|
2022
Q2 | $23.8M | Sell |
114,748
-448
| -0.4% | -$93.1K | 6.47% | 5 |
|
|
2022
Q1 | $28.8M | Sell |
115,196
-815
| -0.7% | -$204K | 7.42% | 4 |
|
|
2021
Q4 | $30.7M | Sell |
116,011
-934
| -0.8% | -$247K | 15.8% | 3 |
|
|
2021
Q3 | $28.3M | Sell |
116,945
-739
| -0.6% | -$179K | 15.99% | 3 |
|
|
2021
Q2 | $29.1M | Sell |
117,684
-2,383
| -2% | -$590K | 17.16% | 3 |
|
|
2021
Q1 | $26.9M | Sell |
120,067
-191
| -0.2% | -$42.8K | 17.44% | 3 |
|
|
2020
Q4 | $25.5M | Buy |
+120,258
| New | +$25.5M | 17.89% | 3 |
|