Wipfli Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$704K	Buy	5,479 +2,658	+94%	+$342K	0.05%	165
2022 Q2	$388K	Buy	+2,821	New	+$388K	0.04%	62