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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,364	Closed	-$220K	–	122
2022 Q1	$220K	Hold	1,364	–	–	0.06%	87
2021 Q4	$226K	Hold	1,364	–	–	0.06%	90
2021 Q3	$219K	Hold	1,364	–	–	0.07%	91
2021 Q2	$226K	Sell	1,364 -2,123	-61%	-$350K	0.07%	84
2021 Q1	$286K	Buy	+3,487	New	+$527K	0.14%	67
2020 Q2	–	Sell	-3,487	Closed	-$286K	–	93
2020 Q1	$286K	Buy	+3,487	New	+$391K	0.14%	67

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wellspring Financial Advisors's IWN Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 1,364 shares — an estimated $220K sold.

Wellspring Financial Advisors first reported a position in IWN in Q1 2020 and held it in 6 quarters. The position peaked at $286K in Q1 2021. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

Wellspring Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
Wellspring Financial Advisors sold 1,364 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $220K.
Wellspring Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 6 quarters.
Wellspring Financial Advisors's iShares Russell 2000 Value ETF position peaked at $286K in Q1 2021.
877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.