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Wellspring Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Wellspring Financial Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Buy
+3,496
New +$1.23M 0.12% 58