Wipfli Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Wipfli Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$7.73M	Buy
2022 Q2	$1.78M	Sell
2022 Q1	$2.22M	Buy
2021 Q4	$1.14M	Sell
2021 Q3	$1.03M	Sell
2021 Q2	$1.04M	Sell
2021 Q1	$1.04M	Sell
2020 Q4	$1M	Buy