ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 18,870 Value ($000) $1,832 Avg Close — Range —
Q3 2025
Shares 18,860 Value ($000) $1,809 Avg Close — Range —
Q2 2025
Shares 18,853 Value ($000) $1,715 Avg Close — Range —
Q1 2025
Shares 19,830 Value ($000) $1,651 Avg Close — Range —
Q4 2024
Shares 19,823 Value ($000) $1,803 Avg Close — Range —
Q3 2024
Shares 24,067 Value ($000) $2,212 Avg Close — Range —
Q2 2024
Shares 19,815 Value ($000) $1,746 Avg Close — Range —
Q1 2024
Shares 20,657 Value ($000) $1,885 Avg Close — Range —
Q4 2023
Shares 20,634 Value ($000) $1,635 Avg Close — Range —
Q3 2023
Shares 20,596 Value ($000) $1,488 Avg Close — Range —
Q2 2023
Shares 20,596 Value ($000) $1,545 Avg Close — Range —
Q1 2023
Shares 27,879 Value ($000) $1,994 Avg Close — Range —
Q4 2022
Shares 27,859 Value ($000) $1,903 Avg Close — Range —
Q3 2022
Shares 27,840 Value ($000) $1,754 Avg Close — Range —
Q2 2022
Shares 27,853 Value ($000) $1,775 Avg Close — Range —
Q1 2022
Shares 38,416 Value ($000) $2,968 Avg Close — Range —
Q4 2021
Shares 38,642 Value ($000) $3,295 Avg Close — Range —
Q3 2021
Shares 38,626 Value ($000) $3,059 Avg Close — Range —
Q2 2021
Shares 39,525 Value ($000) $3,199 Avg Close — Range —
Q1 2021
Shares 10,026 Value ($000) $1,789 Avg Close — Range —
Q4 2020
Shares 39,503 Value ($000) $2,853 Avg Close — Range —
Q3 2020
Shares 10,016 Value ($000) $2,396 Avg Close — Range —
Q2 2020
Shares 10,010 Value ($000) $2,242 Avg Close — Range —
Q1 2020
Shares 10,026 Value ($000) $1,789 Avg Close — Range —