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iShares Russell 2000 Index shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 4.4k 241.96
2025-06-30 $967k 4.5k 215.79
2021-03-31 $237k 2.1k 114.49
2020-03-31 $237k 2.1k 114.49

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
CTC
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock

View all funds holding iShares Russell 2000 Index