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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-39
Closed -$8.61K 1093
2022
Q4
$8.61K Buy
+39
New +$8.61K ﹤0.01% 599
2018
Q3
Sell
-30
Closed -$5K 639
2018
Q2
$5K Buy
+30
New +$5K ﹤0.01% 561