Wescott Financial Advisory Group, LLC Ishares Russell 1000 Gr ETF Transaction History

Wescott Financial Advisory Group, LLC

$995 Million
Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,354 shares of IWF stock, worth $2.99 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,354

Previous 6,351 0.05%

Holding current value

$2.99 Million

Previous $2.7 Million 10.39%

% of portfolio

0.3%

Previous 0.29%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$420.11 - $472.68 $1,260 - $1,418	3 Added 0.05%	6,354 $2.98 Million
Q2 2025 Aug 11, 2025	BUY	$320.42 - $424.58 $114,710 - $151,999	358 Added 5.97%	6,351 $2.7 Million
Q1 2025 May 14, 2025	SELL	$360.07 - $417.26 $50,769 - $58,833	-141 Reduced 2.3%	5,993 $2.16 Million
Q4 2024 Feb 12, 2025	BUY	$370.24 - $418.94 $1,110 - $1,256	3 Added 0.05%	6,134 $2.46 Million
Q3 2024 Nov 12, 2024	SELL	$332.02 - $382.76 $51,795 - $59,710	-156 Reduced 2.48%	6,131 $2.3 Million

Q2 2024 Aug 14, 2024	SELL	$316.15 - $367.33 $62,281 - $72,364	-197 Reduced 3.04%	6,287 $2.29 Million
Q1 2024 May 13, 2024	SELL	$294.43 - $339.01 $110,411 - $127,128	-375 Reduced 5.47%	6,484 $2.19 Million
Q4 2023 Feb 13, 2024	BUY	$256.94 - $304.21 $2,826 - $3,346	11 Added 0.16%	6,859 $2.08 Million
Q3 2023 Nov 09, 2023	SELL	$263.8 - $285.38 $157,752 - $170,657	-598 Reduced 8.03%	6,848 $1.82 Million
Q2 2023 Aug 11, 2023	SELL	$239.31 - $275.18 $22,495 - $25,866	-94 Reduced 1.25%	7,446 $2.05 Million
Q1 2023 May 10, 2023	SELL	$209.92 - $244.33 $2.11 Million - $2.45 Million	-10,032 Reduced 57.09%	7,540 $1.84 Million
Q4 2022 Feb 06, 2023	BUY	$207.03 - $232.89 $2.1 Million - $2.36 Million	10,130 Added 136.12%	17,572 $3.76 Million
Q3 2022 Nov 14, 2022	SELL	$210.4 - $257.47 $46,498 - $56,900	-221 Reduced 2.88%	7,442 $1.57 Million
Q2 2022 Jul 28, 2022	BUY	$209.9 - $283.21 $117,963 - $159,164	562 Added 7.91%	7,663 $1.68 Million
Q1 2022 May 16, 2022	BUY	$246.62 - $307.78 $1.34 Million - $1.67 Million	5,421 Added 322.68%	7,101 $1.97 Million
Q3 2021 Oct 29, 2021	BUY	$272.07 - $292.68 $6,257 - $6,731	23 Added 1.39%	1,680 $460,000
Q2 2021 Aug 10, 2021	BUY	$244.58 - $272.16 $405,269 - $450,969	1,657 New	1,657 $467,000

Others Institutions Holding IWF

# of Institutions

2,652

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Wescott Financial Advisory Group, LLC Ishares Russell 1000 Gr ETF Transaction History