iShares Russell 2000 Index shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $271k | 1.4k | 187.22 |
| 2023-03-31 | $363k | 2.0k | 178.38 |
| 2022-12-31 | $308k | 1.8k | 174.32 |
| 2022-09-30 | $274k | 1.7k | 165.16 |
| 2022-06-30 | $238k | 1.4k | 169.64 |
| 2022-03-31 | $348k | 1.7k | 205.31 |
| 2021-12-31 | $390k | 1.8k | 222.48 |
| 2021-09-30 | $347k | 1.6k | 218.51 |
| 2021-06-30 | $364k | 1.6k | 229.22 |
| 2021-03-31 | $351k | 1.6k | 221.03 |
| 2020-12-31 | $315k | 1.6k | 196.26 |
| 2020-09-30 | $240k | 1.6k | 149.53 |
| 2020-06-30 | $456k | 3.2k | 143.08 |
| 2020-03-31 | $191k | 1.7k | 114.23 |
| 2019-12-31 | $353k | 2.1k | 165.88 |
| 2019-09-30 | $323k | 2.1k | 151.43 |
| 2019-06-30 | $339k | 2.2k | 155.36 |
| 2019-03-31 | $335k | 2.2k | 153.04 |
| 2018-12-31 | $291k | 2.2k | 133.98 |
| 2018-09-30 | $366k | 2.2k | 168.59 |
| 2018-06-30 | $360k | 2.2k | 163.93 |
| 2018-03-31 | $342k | 2.3k | 151.87 |
| 2017-12-31 | $826k | 5.4k | 152.48 |
| 2017-09-30 | $1.7M | 11k | 148.22 |
| 2017-06-30 | $586k | 4.2k | 140.87 |
| 2017-03-31 | $575k | 4.2k | 137.59 |
| 2016-12-31 | $321k | 2.4k | 134.82 |
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