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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$147K	Hold	929	–	–	0.01%	253
2023 Q1	$141K	Hold	929	–	–	0.01%	274
2022 Q4	$141K	Buy	+929	New	+$139K	0.02%	271
2022 Q2	–	Sell	-513	Closed	-$85K	–	1010
2022 Q1	$85K	Sell	513 -520	-50%	-$85.4K	0.01%	326
2021 Q4	$173K	Buy	+1,033	New	+$169K	0.02%	274
2019 Q3	–	Sell	-406	Closed	-$52K	–	723
2019 Q2	$52K	Sell	406 -667	-62%	-$83.5K	0.01%	324
2019 Q1	$133K	Buy	1,073 +138	+15%	+$16.6K	0.03%	251
2018 Q4	$104K	Hold	935	–	–	0.02%	232
2018 Q3	$118K	Hold	935	–	–	0.03%	238
2018 Q2	$113K	Buy	+935	New	+$114K	0.03%	239

Other funds holding IWD

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

BerganKDV Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2023 at 929 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #253.

BerganKDV Wealth Management first reported a position in IWD in Q2 2018 and has held it in 10 quarters since. The position peaked at $173K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

BerganKDV Wealth Management held 929 shares of iShares Russell 1000 Value ETF worth $147K as of Q2 2023.
BerganKDV Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2023.
iShares Russell 1000 Value ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #253 holding.
BerganKDV Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 10 quarters since.
BerganKDV Wealth Management's iShares Russell 1000 Value ETF position peaked at $173K in Q4 2021.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

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