Wellspring Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wellspring Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$967K	Buy
2021 Q2	–	Sell
2021 Q1	$237K	Buy
2020 Q2	–	Sell
2020 Q1	$237K	Buy