ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 41,676 Value ($000) $8,767 Avg Close — Range —
Q3 2025
Shares 42,192 Value ($000) $8,590 Avg Close — Range —
Q2 2025
Shares 42,331 Value ($000) $8,222 Avg Close — Range —
Q1 2025
Shares 42,442 Value ($000) $7,986 Avg Close — Range —
Q4 2024
Shares 42,424 Value ($000) $7,854 Avg Close — Range —
Q3 2024
Shares 42,625 Value ($000) $8,090 Avg Close — Range —
Q2 2024
Shares 19,649 Value ($000) $3,428 Avg Close — Range —
Q1 2024
Shares 20,448 Value ($000) $3,663 Avg Close — Range —
Q4 2023
Shares 21,190 Value ($000) $3,502 Avg Close — Range —
Q3 2023
Shares 21,412 Value ($000) $3,251 Avg Close — Range —
Q2 2023
Shares 21,416 Value ($000) $3,380 Avg Close — Range —
Q1 2023
Shares 22,312 Value ($000) $3,397 Avg Close — Range —
Q4 2022
Shares 23,506 Value ($000) $3,565 Avg Close — Range —
Q3 2022
Shares 23,551 Value ($000) $3,203 Avg Close — Range —
Q2 2022
Shares 23,799 Value ($000) $3,450 Avg Close — Range —
Q1 2022
Shares 23,827 Value ($000) $3,955 Avg Close — Range —
Q4 2021
Shares 26,069 Value ($000) $4,378 Avg Close — Range —
Q3 2021
Shares 23,585 Value ($000) $3,691 Avg Close — Range —
Q2 2021
Shares 23,598 Value ($000) $3,743 Avg Close — Range —
Q1 2021
Shares 23,595 Value ($000) $2,340 Avg Close — Range —
Q4 2020
Shares 23,595 Value ($000) $3,226 Avg Close — Range —
Q3 2020
Shares 23,595 Value ($000) $2,787 Avg Close — Range —
Q2 2020
Shares 23,595 Value ($000) $2,657 Avg Close — Range —
Q1 2020
Shares 23,595 Value ($000) $2,340 Avg Close — Range —