BerganKDV Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BerganKDV Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.65M	Sell	31,545 -6,430	-17%	-$320K	0.17%	100
2023 Q1	$1.9M	Sell	37,975 -485	-1%	-$24.7K	0.2%	92
2022 Q4	$1.86M	Buy	38,460 +955	+3%	+$46.1K	0.2%	94
2022 Q3	$1.65M	Buy	37,505 +180	+0.5%	+$8.7K	0.2%	96
2022 Q2	$1.69M	Sell	37,325 -1,805	-5%	-$89.1K	0.19%	99
2022 Q1	$2.1M	Sell	39,130 -280	-0.7%	-$14.9K	0.22%	91
2021 Q4	$2.23M	Buy	39,410 +30	+0.1%	+$1.67K	0.23%	88
2021 Q3	$2.07M	Buy	39,380 +1,120	+3%	+$60.3K	0.23%	86
2021 Q2	$2.06M	Sell	38,260 -415	-1%	-$22.4K	0.24%	82
2021 Q1	$2.01M	Sell	38,675 -2,480	-6%	-$124K	0.26%	77
2020 Q4	$1.89M	Sell	41,155 -9,175	-18%	-$387K	0.27%	77
2020 Q3	$1.86M	Sell	50,330 -43,195	-46%	-$1.61M	0.3%	73
2020 Q2	$3.33M	Buy	93,525 +2,475	+3%	+$82.2K	0.57%	38
2020 Q1	$2.62M	Buy	91,050 +7,235	+9%	+$269K	0.54%	39
2019 Q4	$3.45M	Buy	83,815 +930	+1%	+$36.9K	0.61%	35
2019 Q3	$3.2M	Sell	82,885 -500	-0.6%	-$19.2K	0.63%	31
2019 Q2	$3.24M	Buy	83,385 +1,285	+2%	+$49.2K	0.64%	28
2019 Q1	$3.11M	Sell	82,100 -1,650	-2%	-$60.9K	0.64%	29
2018 Q4	$2.78M	Buy	83,750 +1,855	+2%	+$67.7K	0.65%	26
2018 Q3	$3.3M	Buy	81,895 +1,745	+2%	+$70.1K	0.71%	23
2018 Q2	$3.12M	Buy	80,150 +8,050	+11%	+$311K	0.7%	21
2018 Q1	$2.71M	Buy	72,100 +4,905	+7%	+$188K	0.74%	20
2017 Q4	$2.55M	Sell	67,195 -29,870	-31%	-$1.1M	0.61%	24
2017 Q3	$3.47M	Buy	97,065 +90,015	+1,277%	+$3.14M	0.87%	21
2017 Q2	$245K	Buy	+7,050	New	+$243K	0.07%	151

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BerganKDV Wealth Management's IJH Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2023, selling an estimated $320K and leaving 31,545 shares worth $1.65M. The position accounts for 0.17% of the portfolio, ranked #100.

BerganKDV Wealth Management first reported a position in IJH in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.47M in Q3 2017. 1,959 funds tracked by Wall St. Rank hold IJH as of Q2 2023.

BerganKDV Wealth Management held 31,545 shares of iShares Core S&P Mid-Cap ETF worth $1.65M as of Q2 2023.
BerganKDV Wealth Management sold 6,430 iShares Core S&P Mid-Cap ETF shares in Q2 2023, an estimated $320K.
iShares Core S&P Mid-Cap ETF made up 0.17% of BerganKDV Wealth Management's portfolio in Q2 2023, its #100 holding.
BerganKDV Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 25 quarters since.
BerganKDV Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.47M in Q3 2017.
1,959 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.