BerganKDV Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-385	Closed	-$96K	–	1009
2022 Q1	$96K	Sell	385 -193	-33%	-$47.7K	0.01%	313
2021 Q4	$153K	Buy	+578	New	+$149K	0.02%	285
2020 Q3	–	Sell	-48	Closed	-$8K	–	959
2020 Q2	$8K	Hold	48	–	–	﹤0.01%	567
2020 Q1	$7K	Hold	48	–	–	﹤0.01%	537
2019 Q4	$9K	Hold	48	–	–	﹤0.01%	537
2019 Q3	$8K	Hold	48	–	–	﹤0.01%	522
2019 Q2	$8K	Hold	48	–	–	﹤0.01%	542
2019 Q1	$8K	Buy	+48	New	+$7.26K	﹤0.01%	555
2018 Q3	–	Sell	-50	Closed	-$8K	–	638
2018 Q2	$8K	Buy	+50	New	+$7.53K	﹤0.01%	525
2017 Q1	–	Sell	-1,865	Closed	-$232K	–	174
2016 Q4	$232K	Buy	+1,865	New	+$227K	0.08%	149

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BerganKDV Wealth Management's IWB Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 385 shares — an estimated $96K sold.

BerganKDV Wealth Management first reported a position in IWB in Q4 2016 and held it in 10 quarters. The position peaked at $232K in Q4 2016. 1,021 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

BerganKDV Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 385 iShares Russell 1000 ETF shares in Q2 2022, an estimated $96K.
BerganKDV Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 10 quarters.
BerganKDV Wealth Management's iShares Russell 1000 ETF position peaked at $232K in Q4 2016.
1,021 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.