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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$12.1K	Hold	50	–	–	﹤0.01%	541
2023 Q1	$11.3K	Sell	50 -22	-31%	-$5.03K	﹤0.01%	583
2022 Q4	$15.4K	Buy	72 +22	+44%	+$4.82K	﹤0.01%	521
2022 Q3	$10K	Hold	50	–	–	﹤0.01%	571
2022 Q2	$10K	Hold	50	–	–	﹤0.01%	596
2022 Q1	$13K	Sell	50 -10	-17%	-$2.56K	﹤0.01%	576
2021 Q4	$18K	Hold	60	–	–	﹤0.01%	560
2021 Q3	$18K	Buy	60 +50	+500%	+$15K	﹤0.01%	545
2021 Q2	$3K	Buy	+10	New	+$3.01K	﹤0.01%	765
2020 Q1	–	Sell	-46	Closed	-$10K	–	968
2019 Q4	$10K	Hold	46	–	–	﹤0.01%	528
2019 Q3	$9K	Hold	46	–	–	﹤0.01%	512
2019 Q2	$9K	Hold	46	–	–	﹤0.01%	529
2019 Q1	$9K	Hold	46	–	–	﹤0.01%	541
2018 Q4	$8K	Hold	46	–	–	﹤0.01%	508
2018 Q3	$10K	Hold	46	–	–	﹤0.01%	490
2018 Q2	$9K	Buy	+46	New	+$9.2K	﹤0.01%	514

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

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

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

BerganKDV Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2023 at 50 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

BerganKDV Wealth Management first reported a position in IWO in Q2 2018 and has held it in 16 quarters since. The position peaked at $18K in Q4 2021. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

BerganKDV Wealth Management held 50 shares of iShares Russell 2000 Growth ETF worth $12.1K as of Q2 2023.
BerganKDV Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 2000 Growth ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #541 holding.
BerganKDV Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 16 quarters since.
BerganKDV Wealth Management's iShares Russell 2000 Growth ETF position peaked at $18K in Q4 2021.
830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

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