ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 86,513 Value ($000) $10,666 Avg Close — Range —
Q3 2025
Shares 87,598 Value ($000) $10,575 Avg Close — Range —
Q2 2025
Shares 88,328 Value ($000) $9,725 Avg Close — Range —
Q1 2025
Shares 86,319 Value ($000) $8,013 Avg Close — Range —
Q4 2024
Shares 94,817 Value ($000) $9,627 Avg Close — Range —
Q3 2024
Shares 95,925 Value ($000) $9,185 Avg Close — Range —
Q2 2024
Shares 96,621 Value ($000) $8,941 Avg Close — Range —
Q1 2024
Shares 95,462 Value ($000) $8,061 Avg Close — Range —
Q4 2023
Shares 101,398 Value ($000) $7,615 Avg Close — Range —
Q3 2023
Shares 103,187 Value ($000) $7,060 Avg Close — Range —
Q2 2023
Shares 106,673 Value ($000) $7,518 Avg Close — Range —
Q1 2023
Shares 109,882 Value ($000) $7,020 Avg Close — Range —
Q4 2022
Shares 111,313 Value ($000) $6,512 Avg Close — Range —
Q3 2022
Shares 113,348 Value ($000) $6,557 Avg Close — Range —
Q2 2022
Shares 114,301 Value ($000) $6,898 Avg Close — Range —
Q1 2022
Shares 118,671 Value ($000) $9,064 Avg Close — Range —
Q4 2021
Shares 119,073 Value ($000) $9,963 Avg Close — Range —
Q3 2021
Shares 123,840 Value ($000) $9,153 Avg Close — Range —
Q2 2021
Shares 124,257 Value ($000) $9,037 Avg Close — Range —
Q1 2021
Shares 36,238 Value ($000) $5,981 Avg Close — Range —
Q4 2020
Shares 132,780 Value ($000) $8,474 Avg Close — Range —
Q3 2020
Shares 35,963 Value ($000) $8,310 Avg Close — Range —
Q2 2020
Shares 36,119 Value ($000) $7,494 Avg Close — Range —
Q1 2020
Shares 36,238 Value ($000) $5,981 Avg Close — Range —