BerganKDV Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$12.9K	Sell
2023 Q1	$27K	Buy
2022 Q4	$12.3K	Buy
2019 Q3	–	Sell
2019 Q2	$25K	Sell
2019 Q1	$48K	Hold
2018 Q4	$43K	Hold
2018 Q3	$50K	Hold
2018 Q2	$49K	Buy