Wellspring Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,223	Closed	-$1.25M	–	172
2024 Q2	$1.25M	Buy	+14,223	New	+$1.25M	0.17%	52