PFM
WPS

Phillips Financial Management’s iShares International Developed Property ETF WPS Stock Holding History

Phillips Financial Management’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-781
Closed -$20.4K – 283
2024
Q2 		$20.4K Hold
781
– – ﹤0.01% 238
2024
Q1 		$22.2K Sell
781
-714
-48% -$19.6K ﹤0.01% 226
2023
Q4 		$42.9K Hold
1,495
– – ﹤0.01% 198
2023
Q3 		$37.4K Hold
1,495
– – ﹤0.01% 199
2023
Q2 		$39K Hold
1,495
– – ﹤0.01% 195
2023
Q1 		$40.2K Hold
1,495
– – ﹤0.01% 198
2022
Q4 		$40.9K Hold
1,495
– – ﹤0.01% 186
2022
Q3 		$37K Buy
+1,495
New +$43.3K ﹤0.01% 181

Phillips Financial Management's WPS Position: Q3 2024 in Review

Phillips Financial Management sold out of iShares International Developed Property ETF (WPS) in Q3 2024, closing a stake of 781 shares — an estimated $20.4K sold.

Phillips Financial Management first reported a position in WPS in Q3 2022 and held it in 8 quarters. The position peaked at $42.9K in Q4 2023. 0 funds tracked by Wall St. Rank hold WPS as of Q3 2024.

  • Phillips Financial Management reported no remaining iShares International Developed Property ETF position as of Q3 2024 after selling out during the quarter.
  • Phillips Financial Management sold 781 iShares International Developed Property ETF shares in Q3 2024, an estimated $20.4K.
  • Phillips Financial Management first reported a position in iShares International Developed Property ETF in Q3 2022 and held it in 8 quarters.
  • Phillips Financial Management's iShares International Developed Property ETF position peaked at $42.9K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2024.

Based on Phillips Financial Management's 13F filing for Q3 2024, filed 7 Nov 2024.