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

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