WFA
Wipfli Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $32.5M | Buy |
373,166
+44,067
| +13% | +$3.84M | 2.29% | 9 |
|
|
2022
Q2 | $30.4M | Buy |
329,099
+24,431
| +8% | +$2.26M | 3.31% | 9 |
|
|
2022
Q1 | $32.9M | Buy |
304,668
+24,557
| +9% | +$2.65M | 3.32% | 9 |
|
|
2021
Q4 | $32.1M | Buy |
280,111
+29,205
| +12% | +$3.34M | 3.68% | 9 |
|
|
2021
Q3 | $27.4M | Buy |
250,906
+16,791
| +7% | +$1.83M | 3.49% | 9 |
|
|
2021
Q2 | $26.5M | Buy |
234,115
+232,156
| +11,851% | +$26.2M | 3.74% | 8 |
|
|
2021
Q1 | $213K | Buy |
+1,959
| New | +$213K | 0.12% | 32 |
|