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BerganKDV Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

BerganKDV Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$271K Sell
1,449
-583
-29% -$104K 0.03% 209
2023
Q1 		$362K Buy
2,032
+263
+15% +$48.4K 0.04% 197
2022
Q4 		$308K Buy
1,769
+110
+7% +$19.6K 0.03% 202
2022
Q3 		$274K Buy
1,659
+256
+18% +$46.7K 0.03% 208
2022
Q2 		$238K Sell
1,403
-292
-17% -$53.8K 0.03% 230
2022
Q1 		$348K Sell
1,695
-58
-3% -$11.8K 0.04% 204
2021
Q4 		$390K Buy
1,753
+165
+10% +$37.3K 0.04% 206
2021
Q3 		$347K Hold
1,588
– – 0.04% 209
2021
Q2 		$364K Hold
1,588
– – 0.04% 199
2021
Q1 		$351K Sell
1,588
-17
-1% -$3.71K 0.05% 192
2020
Q4 		$315K Hold
1,605
– – 0.04% 188
2020
Q3 		$240K Sell
1,605
-1,582
-50% -$238K 0.04% 204
2020
Q2 		$456K Buy
3,187
+1,515
+91% +$199K 0.08% 153
2020
Q1 		$191K Sell
1,672
-456
-21% -$68K 0.04% 209
2019
Q4 		$353K Sell
2,128
-5
-0.2% -$790 0.06% 180
2019
Q3 		$323K Sell
2,133
-49
-2% -$7.48K 0.06% 166
2019
Q2 		$339K Sell
2,182
-7
-0.3% -$1.08K 0.07% 164
2019
Q1 		$335K Buy
2,189
+17
+0.8% +$2.56K 0.07% 156
2018
Q4 		$291K Buy
2,172
+1
+0% +$149 0.07% 148
2018
Q3 		$366K Sell
2,171
-25
-1% -$4.22K 0.08% 137
2018
Q2 		$360K Sell
2,196
-56
-2% -$8.96K 0.08% 137
2018
Q1 		$342K Sell
2,252
-3,165
-58% -$489K 0.09% 135
2017
Q4 		$826K Sell
5,417
-5,749
-51% -$864K 0.2% 102
2017
Q3 		$1.66M Buy
11,166
+7,006
+168% +$986K 0.41% 41
2017
Q2 		$586K Sell
4,160
-19
-0.5% -$2.63K 0.17% 111
2017
Q1 		$575K Buy
4,179
+1,798
+76% +$246K 0.17% 112
2016
Q4 		$321K Buy
+2,381
New +$304K 0.11% 134

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 29% in Q2 2023, selling an estimated $104K and leaving 1,449 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #209.

BerganKDV Wealth Management first reported a position in IWM in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.66M in Q3 2017. 1,962 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

  • BerganKDV Wealth Management held 1,449 shares of iShares Russell 2000 ETF worth $271K as of Q2 2023.
  • BerganKDV Wealth Management sold 583 iShares Russell 2000 ETF shares in Q2 2023, an estimated $104K.
  • iShares Russell 2000 ETF made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #209 holding.
  • BerganKDV Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 27 quarters since.
  • BerganKDV Wealth Management's iShares Russell 2000 ETF position peaked at $1.66M in Q3 2017.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

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