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	21,565 +16,883	+361%	+$6.74M	0.54%	23
2022 Q2	$1.78M	Sell	4,682 -215	-4%	-$88.4K	0.19%	33
2022 Q1	$2.22M	Buy	4,897 +2,517	+106%	+$1.13M	0.22%	29
2021 Q4	$1.14M	Sell	2,380 -14	-0.6%	-$6.45K	0.13%	18
2021 Q3	$1.03M	Sell	2,394 -27	-1%	-$12K	0.13%	21
2021 Q2	$1.04M	Sell	2,421 -197	-8%	-$82.5K	0.15%	19
2021 Q1	$1.04M	Sell	2,618 -54	-2%	-$20.9K	0.57%	12
2020 Q4	$1M	Buy	+2,672	New	+$951K	0.6%	12

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's IVV Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 361% in Q3 2022, buying an estimated $6.74M and bringing the position to 21,565 shares worth $7.73M. The position accounts for 0.54% of the portfolio, ranked #23.

Wipfli Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 8 quarters since. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Wipfli Financial Advisors held 21,565 shares of iShares Core S&P 500 ETF worth $7.73M as of Q3 2022.
Wipfli Financial Advisors bought 16,883 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $6.74M.
iShares Core S&P 500 ETF made up 0.54% of Wipfli Financial Advisors's portfolio in Q3 2022, its #23 holding.
Wipfli Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.