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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$168K	Hold	2,444	–	–	0.02%	243
2023 Q1	$149K	Hold	2,444	–	–	0.02%	263
2022 Q4	$131K	Buy	+2,444	New	+$134K	0.01%	280
2022 Q2	–	Sell	-2,276	Closed	-$158K	–	1011
2022 Q1	$158K	Sell	2,276 -6,300	-73%	-$430K	0.02%	265
2021 Q4	$655K	Buy	+8,576	New	+$636K	0.07%	167
2019 Q3	–	Sell	-1,412	Closed	-$56K	–	724
2019 Q2	$56K	Sell	1,412 -2,300	-62%	-$89K	0.01%	313
2019 Q1	$140K	Buy	3,712 +312	+9%	+$11.2K	0.03%	241
2018 Q4	$111K	Hold	3,400	–	–	0.03%	224
2018 Q3	$133K	Hold	3,400	–	–	0.03%	228
2018 Q2	$122K	Buy	+3,400	New	+$120K	0.03%	234

Other funds holding IWF

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

BerganKDV Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2023 at 2,444 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #243.

BerganKDV Wealth Management first reported a position in IWF in Q2 2018 and has held it in 10 quarters since. The position peaked at $655K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

BerganKDV Wealth Management held 2,444 shares of iShares Russell 1000 Growth ETF worth $168K as of Q2 2023.
BerganKDV Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 1000 Growth ETF made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #243 holding.
BerganKDV Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 10 quarters since.
BerganKDV Wealth Management's iShares Russell 1000 Growth ETF position peaked at $655K in Q4 2021.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

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