ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 214,492 Value ($000) $21,531 Avg Close Range
Q3 2025
Shares 261,495 Value ($000) $26,333 Avg Close Range
Q2 2025
Shares 288,010 Value ($000) $29,000 Avg Close Range
Q1 2025
Shares 503,802 Value ($000) $50,718 Avg Close Range
Q4 2024
Shares 642,887 Value ($000) $64,494 Avg Close Range
Q3 2024
Shares 593,863 Value ($000) $59,814 Avg Close Range
Q2 2024
Shares 158,285 Value ($000) $15,941 Avg Close Range
Q1 2024
Shares 150,258 Value ($000) $15,133 Avg Close Range
Q4 2023
Shares 269,671 Value ($000) $27,040 Avg Close Range
Q3 2023
Shares 247,943 Value ($000) $24,960 Avg Close Range
Q2 2023
Shares 304,806 Value ($000) $30,673 Avg Close Range
Q1 2023
Shares 290,357 Value ($000) $29,204 Avg Close Range
Q4 2022
Shares 104,872 Value ($000) $10,502 Avg Close Range
Q3 2022
Shares 85,945 Value ($000) $8,618 Avg Close Range
Q2 2022
Shares 88,197 Value ($000) $8,830 Avg Close Range