Wescott Financial Advisory Group, LLC Ishares Russell 2000 Gwt 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 2000 Gwt ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,860 shares of IWO stock, worth $1.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,860

Previous 3,656 5.58%

Holding current value

$1.2 Million

Previous $1.05 Million 18.18%

% of portfolio

0.12%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$284.45 - $324.95 $58,027 - $66,289	204 Added 5.58%	3,860 $1.24 Million
Q2 2025 Aug 11, 2025	BUY	$224.16 - $285.86 $74,421 - $94,905	332 Added 9.99%	3,656 $1.05 Million
Q1 2025 May 14, 2025	BUY	$254.58 - $302.92 $74,082 - $88,149	291 Added 9.59%	3,324 $849,000
Q4 2024 Feb 12, 2025	BUY	$278.19 - $315.36 $89,855 - $101,861	323 Added 11.92%	3,033 $872,000
Q3 2024 Nov 12, 2024	BUY	$256.4 - $289.78 $88,714 - $100,263	346 Added 14.64%	2,710 $769,000

Q2 2024 Aug 14, 2024	BUY	$245.29 - $268.7 $165,080 - $180,835	673 Added 39.8%	2,364 $620,000
Q1 2024 May 13, 2024	BUY	$239.5 - $270.8 $404,994 - $457,922	1,691 New	1,691 $457,000

Others Institutions Holding IWO

# of Institutions

1,150

Shares Held

32.7M

Call Options Held

53.3K

Put Options Held

25.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Wescott Financial Advisory Group, LLC Ishares Russell 2000 Gwt ETF Transaction History