BerganKDV Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10	Closed	-$1K	–	980
2020 Q3	$1K	Buy	10 +2	+25%	+$109	﹤0.01%	823
2020 Q2	$0	Buy	8 +2	+33%	+$102	﹤0.01%	1022
2020 Q1	$0	Hold	6	–	–	﹤0.01%	967
2019 Q4	$0	Hold	6	–	–	﹤0.01%	959
2019 Q3	$0	Hold	6	–	–	﹤0.01%	721
2019 Q2	$0	Buy	6 +1	+20%	+$56	﹤0.01%	754
2019 Q1	$0	Hold	5	–	–	﹤0.01%	742
2018 Q4	$0	Buy	5 +3	+150%	+$160	﹤0.01%	710
2018 Q3	$0	Hold	2	–	–	﹤0.01%	637
2018 Q2	$0	Buy	+2	New	+$108	﹤0.01%	649

Other funds holding IUSV

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

BerganKDV Wealth Management's IUSV Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2020, closing a stake of 10 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in IUSV in Q2 2018 and held it in 10 quarters. The position peaked at $1K in Q3 2020. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

BerganKDV Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 10 iShares Core S&P US Value ETF shares in Q4 2020, an estimated $1K.
BerganKDV Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2018 and held it in 10 quarters.
BerganKDV Wealth Management's iShares Core S&P US Value ETF position peaked at $1K in Q3 2020.
374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.