BerganKDV Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24	Closed	-$2.19K	–	971
2023 Q1	$2.19K	Buy	+24	New	+$2.14K	﹤0.01%	816
2019 Q2	–	Sell	-390	Closed	-$26K	–	755
2019 Q1	$26K	Hold	390	–	–	0.01%	405
2018 Q4	$22K	Sell	390 -118	-23%	-$7.18K	0.01%	388
2018 Q3	$34K	Buy	508 +118	+30%	+$7.84K	0.01%	361
2018 Q2	$25K	Buy	+390	New	+$24.5K	0.01%	405

Other funds holding IWP

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 24 shares — an estimated $2.19K sold.

BerganKDV Wealth Management first reported a position in IWP in Q2 2018 and held it in 5 quarters. The position peaked at $34K in Q3 2018. 916 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

BerganKDV Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 24 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $2.19K.
BerganKDV Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and held it in 5 quarters.
BerganKDV Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $34K in Q3 2018.
916 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

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