Wescott Financial Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
2025
Q1
$849K Buy
2024
Q4
$873K Buy
2024
Q3
$770K Buy
2024
Q2
$621K Buy
2024
Q1
$458K Buy