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

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