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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$967K	Buy	+4,481	New	+$967K	0.1%	65
2021 Q2	–	Sell	-2,070	Closed	-$237K	–	106
2021 Q1	$237K	Buy	+2,070	New	+$237K	0.11%	74
2020 Q2	–	Sell	-2,070	Closed	-$237K	–	92
2020 Q1	$237K	Buy	+2,070	New	+$237K	0.11%	74