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BerganKDV Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

BerganKDV Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-39
Closed -$8.61K – 1093
2022
Q4 		$8.61K Buy
+39
New +$8.67K ﹤0.01% 599
2018
Q3 		– Sell
-30
Closed -$5K – 639
2018
Q2 		$5K Buy
+30
New +$4.82K ﹤0.01% 561

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BerganKDV Wealth Management's IWV Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 39 shares — an estimated $8.61K sold.

BerganKDV Wealth Management first reported a position in IWV in Q2 2018 and held it in 2 quarters. The position peaked at $8.61K in Q4 2022. 665 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 39 iShares Russell 3000 ETF shares in Q1 2023, an estimated $8.61K.
  • BerganKDV Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 2 quarters.
  • BerganKDV Wealth Management's iShares Russell 3000 ETF position peaked at $8.61K in Q4 2022.
  • 665 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.