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iShares S&P 500 Value Index shares owned by Wipfli Financial Advisors Llc,

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wipfli Financial Advisors Llc, from 13F filings

Historical chart of Wipfli Financial Advisors Llc, investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Wipfli Financial Advisors Llc, consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Wipfli Financial Advisors Llc,

Quarter filed Position value Share count Share price at filing
2022-09-30 $704k 5.5k 128.49
2022-06-30 $388k 2.8k 137.46

More positions owned by Wipfli Financial Advisors Llc,

Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Wipfli Financial Advisors Llc,

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index