Wellspring Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$725K	Buy	7,885 +5,325	+208%	+$490K	0.07%	70
2025 Q1	$218K	Hold	2,560	–	–	0.02%	124
2024 Q4	$226K	Sell	2,560 -4,031	-61%	-$356K	0.02%	123
2024 Q3	$581K	Buy	+6,591	New	+$581K	0.07%	77