Wipfli Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.12M Buy
10,750
+5,361
+99% +$1.06M 0.15% 63
2022
Q2
$1.12M Sell
5,389
-74
-1% -$15.4K 0.12% 36
2022
Q1
$1.37M Buy
+5,463
New +$1.37M 0.14% 34