Wipfli Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Wipfli Financial Advisors's IVE Position: Q3 2022 in Review
Wipfli Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 94% in Q3 2022, buying an estimated $377K and bringing the position to 5,479 shares worth $704K. The position accounts for 0.05% of the portfolio, ranked #165.
Wipfli Financial Advisors first reported a position in IVE in Q2 2022 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold IVE as of Q3 2022.
- Wipfli Financial Advisors held 5,479 shares of iShares S&P 500 Value ETF worth $704K as of Q3 2022.
- Wipfli Financial Advisors bought 2,658 iShares S&P 500 Value ETF shares in Q3 2022, an estimated $377K.
- iShares S&P 500 Value ETF made up 0.05% of Wipfli Financial Advisors's portfolio in Q3 2022, its #165 holding.
- Wipfli Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 2 quarters since.
- 1,044 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.
Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.