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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,940	Closed	-$496K	–	123
2022 Q1	$496K	Sell	1,940 -196	-9%	-$50.2K	0.15%	55
2021 Q4	$626K	Hold	2,136	–	–	0.17%	51
2021 Q3	$627K	Hold	2,136	–	–	0.19%	50
2021 Q2	$666K	Sell	2,136 -1,514	-41%	-$456K	0.21%	49
2021 Q1	$577K	Buy	3,650 +1,085	+42%	+$337K	0.28%	40
2020 Q4	$735K	Sell	2,565 -1,085	-30%	-$277K	0.26%	44
2020 Q3	$809K	Hold	3,650	–	–	0.32%	38
2020 Q2	$755K	Hold	3,650	–	–	0.31%	38
2020 Q1	$577K	Buy	+3,650	New	+$725K	0.28%	40

Other funds holding IWO

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Wellspring Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 1,940 shares — an estimated $496K sold.

Wellspring Financial Advisors first reported a position in IWO in Q1 2020 and held it in 9 quarters. The position peaked at $809K in Q3 2020. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Wellspring Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Wellspring Financial Advisors sold 1,940 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $496K.
Wellspring Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and held it in 9 quarters.
Wellspring Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $809K in Q3 2020.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

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