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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$14.3K	Hold	102	–	–	﹤0.01%	522
2023 Q1	$13.9K	Sell	102 -34	-25%	-$4.93K	﹤0.01%	555
2022 Q4	$18.8K	Buy	136 +34	+33%	+$4.8K	﹤0.01%	503
2022 Q3	$13K	Hold	102	–	–	﹤0.01%	540
2022 Q2	$14K	Hold	102	–	–	﹤0.01%	533
2022 Q1	$16K	Hold	102	–	–	﹤0.01%	538
2021 Q4	$17K	Hold	102	–	–	﹤0.01%	566
2021 Q3	$16K	Hold	102	–	–	﹤0.01%	561
2021 Q2	$17K	Hold	102	–	–	﹤0.01%	538
2021 Q1	$16K	Hold	102	–	–	﹤0.01%	516
2020 Q4	$13K	Hold	102	–	–	﹤0.01%	528
2020 Q3	$10K	Hold	102	–	–	﹤0.01%	506
2020 Q2	$10K	Hold	102	–	–	﹤0.01%	541
2020 Q1	$8K	Hold	102	–	–	﹤0.01%	516
2019 Q4	$13K	Hold	102	–	–	﹤0.01%	501
2019 Q3	$12K	Hold	102	–	–	﹤0.01%	485
2019 Q2	$12K	Hold	102	–	–	﹤0.01%	493
2019 Q1	$12K	Hold	102	–	–	﹤0.01%	503
2018 Q4	$11K	Hold	102	–	–	﹤0.01%	465
2018 Q3	$14K	Buy	102 +1	+1%	+$135	﹤0.01%	448
2018 Q2	$13K	Buy	+101	New	+$13K	﹤0.01%	466

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BerganKDV Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2023 at 102 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

BerganKDV Wealth Management first reported a position in IWN in Q2 2018 and has held it in 21 quarters since. The position peaked at $18.8K in Q4 2022. 885 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

BerganKDV Wealth Management held 102 shares of iShares Russell 2000 Value ETF worth $14.3K as of Q2 2023.
BerganKDV Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2023.
iShares Russell 2000 Value ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #522 holding.
BerganKDV Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's iShares Russell 2000 Value ETF position peaked at $18.8K in Q4 2022.
885 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

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