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	117 -137	-54%	-$14.4K	﹤0.01%	533
2023 Q1	$27K	Buy	254 +137	+117%	+$14.9K	﹤0.01%	474
2022 Q4	$12.3K	Buy	+117	New	+$12.3K	﹤0.01%	554
2019 Q3	–	Sell	-282	Closed	-$25K	–	725
2019 Q2	$25K	Sell	282 -275	-49%	-$24.2K	﹤0.01%	399
2019 Q1	$48K	Hold	557	–	–	0.01%	344
2018 Q4	$43K	Hold	557	–	–	0.01%	314
2018 Q3	$50K	Hold	557	–	–	0.01%	321
2018 Q2	$49K	Buy	+557	New	+$49K	0.01%	323

Other funds holding IWS

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 54% in Q2 2023, selling an estimated $14.4K and leaving 117 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

BerganKDV Wealth Management first reported a position in IWS in Q2 2018 and has held it in 8 quarters since. The position peaked at $50K in Q3 2018. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

BerganKDV Wealth Management held 117 shares of iShares Russell Mid-Cap Value ETF worth $12.9K as of Q2 2023.
BerganKDV Wealth Management sold 137 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $14.4K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #533 holding.
BerganKDV Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2018 and has held it in 8 quarters since.
BerganKDV Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $50K in Q3 2018.
798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

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