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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$448K Buy
3,291
+1,539
+88% +$210K 0.03% 246
2022
Q2
$254K Sell
1,752
-280
-14% -$40.6K 0.03% 81
2022
Q1
$337K Buy
+2,032
New +$337K 0.03% 74