BerganKDV Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$46.8K	Hold	625	–	–	﹤0.01%	384
2023 Q1	$44.7K	Hold	625	–	–	﹤0.01%	404
2022 Q4	$42.7K	Hold	625	–	–	﹤0.01%	393
2022 Q3	$39K	Hold	625	–	–	﹤0.01%	396
2022 Q2	$40K	Hold	625	–	–	﹤0.01%	406
2022 Q1	$48K	Sell	625 -700	-53%	-$54.1K	0.01%	401
2021 Q4	$113K	Sell	1,325 -380	-22%	-$31.9K	0.01%	320
2021 Q3	$135K	Sell	1,705 -190	-10%	-$15.4K	0.02%	288
2021 Q2	$153K	Sell	1,895 -252	-12%	-$20.2K	0.02%	269
2021 Q1	$168K	Hold	2,147	–	–	0.02%	252
2020 Q4	$155K	Sell	2,147 -1	-0%	-$67	0.02%	240
2020 Q3	$128K	Hold	2,148	–	–	0.02%	244
2020 Q2	$120K	Buy	2,148 +1,880	+701%	+$97.6K	0.02%	264
2020 Q1	$12K	Hold	268	–	–	﹤0.01%	472
2019 Q4	$16K	Hold	268	–	–	﹤0.01%	475
2019 Q3	$15K	Hold	268	–	–	﹤0.01%	465
2019 Q2	$15K	Hold	268	–	–	﹤0.01%	466
2019 Q1	$15K	Hold	268	–	–	﹤0.01%	468
2018 Q4	$13K	Hold	268	–	–	﹤0.01%	439
2018 Q3	$16K	Hold	268	–	–	﹤0.01%	435
2018 Q2	$15K	Buy	+268	New	+$15K	﹤0.01%	450

Other funds holding IJK

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

BerganKDV Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2023 at 625 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

BerganKDV Wealth Management first reported a position in IJK in Q2 2018 and has held it in 21 quarters since. The position peaked at $168K in Q1 2021. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

BerganKDV Wealth Management held 625 shares of iShares S&P Mid-Cap 400 Growth ETF worth $46.8K as of Q2 2023.
BerganKDV Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2023.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #384 holding.
BerganKDV Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $168K in Q1 2021.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

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