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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 Index by Wipfli Financial Advisors Llc,

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.7M 22k 358.64
2022-06-30 $1.8M 4.7k 379.14
2022-03-31 $2.2M 4.9k 453.71
2021-12-31 $1.1M 2.4k 476.99
2021-09-30 $1.0M 2.4k 430.82
2021-06-30 $1.0M 2.4k 429.92
2021-03-31 $1.0M 2.6k 397.82
2020-12-31 $1.0M 2.7k 375.39