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iShares Dow Jones US Health Care shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Health Care (IHF) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in iShares Dow Jones US Health Care

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Health Care held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Health Care by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.1M 4.4k 255.80
2023-03-31 $1.1M 4.4k 247.21
2022-12-31 $1.1M 4.1k 267.69
2022-09-30 $1.1M 4.4k 255.49
2022-06-30 $1.2M 4.9k 255.38
2022-03-31 $1.4M 4.9k 282.82
2021-12-31 $1.4M 4.9k 290.36
2021-09-30 $1.3M 5.0k 255.71
2021-06-30 $1.4M 5.1k 266.54
2021-03-31 $1.3M 5.2k 251.79
2020-12-31 $1.2M 5.2k 234.69
2020-09-30 $1.1M 5.3k 201.90
2020-06-30 $1.0M 5.4k 192.99
2020-03-31 $899k 5.4k 166.67
2019-12-31 $1.1M 5.4k 200.81
2019-09-30 $912k 5.6k 161.67
2019-06-30 $1.0M 5.9k 171.32
2019-03-31 $1.4M 8.3k 167.85
2018-12-31 $1.4M 8.2k 165.17
2018-09-30 $1.7M 8.7k 199.84
2018-06-30 $1.5M 8.5k 175.58
2018-03-31 $1.3M 8.4k 157.84
2017-12-31 $1.4M 9.1k 156.79
2017-09-30 $1.4M 9.4k 147.73
2017-06-30 $1.4M 9.4k 148.55
2017-03-31 $1.3M 9.9k 134.09
2016-12-31 $1.3M 10k 125.31
2016-09-30 $1.5M 12k 124.04
2016-06-30 $1.9M 15k 127.39
2016-03-31 $3.1M 25k 121.97

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding iShares Dow Jones US Health Care

Mercer Global Advisors
Goldman Sachs Group
Bank of America Corporation
Raymond James Financial Services Advisors
Mason & Associates
Wharton Business Group
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Terra Nova Asset Management
Cambridge Investment Research Advisors
Trust Co Of Toledo Na
New York State Common Retirement Fund
Wellington Management Company

View all funds holding iShares Dow Jones US Health Care