WFA
Wipfli Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.73M | Buy |
21,565
+16,883
| +361% | +$6.05M | 0.54% | 23 |
|
|
2022
Q2 | $1.78M | Sell |
4,682
-215
| -4% | -$81.5K | 0.19% | 33 |
|
|
2022
Q1 | $2.22M | Buy |
4,897
+2,517
| +106% | +$1.14M | 0.22% | 29 |
|
|
2021
Q4 | $1.14M | Sell |
2,380
-14
| -0.6% | -$6.68K | 0.13% | 18 |
|
|
2021
Q3 | $1.03M | Sell |
2,394
-27
| -1% | -$11.6K | 0.13% | 21 |
|
|
2021
Q2 | $1.04M | Sell |
2,421
-197
| -8% | -$84.7K | 0.15% | 19 |
|
|
2021
Q1 | $1.04M | Sell |
2,618
-54
| -2% | -$21.5K | 0.57% | 12 |
|
|
2020
Q4 | $1M | Buy |
+2,672
| New | +$1M | 0.6% | 12 |
|