Wescott Financial Advisory Group, LLC's ownership history for IWF

Wescott Financial Advisory Group, LLC currently holds 6.1K shares with a market value of $2.6M. It started holding IWF on 2024-09-30. At its peak, it held 6.4K shares on 2025-09-30. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 6.0K shares on 2025-03-31, with a value of $2.2M on 2025-03-31. In the recent 180 days, Wescott Financial Advisory Group, LLC has decreased its shares by 279. In the recent year, Wescott Financial Advisory Group, LLC has increased its shares by 82.