Berbice Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Berbice Capital Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,516	Closed	-$481K	–	120
2026 Q1	$481K	Sell	4,516 -8,800	-66%	-$999K	0.31%	36
2025 Q4	$1.58M	Hold	13,316	–	–	0.95%	20
2025 Q3	$1.56M	Hold	13,316	–	–	0.96%	20
2025 Q2	$1.41M	Sell	13,316 -6,000	-31%	-$574K	0.99%	19
2025 Q1	$1.74M	Buy	19,316 +7,140	+59%	+$704K	1.5%	16
2024 Q4	$1.22M	Buy	+12,176	New	+$1.2M	0.98%	19

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berbice Capital Management's IWF Position: Q2 2026 in Review

Berbice Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 4,516 shares — an estimated $481K sold.

Berbice Capital Management first reported a position in IWF in Q4 2024 and held it in 6 quarters. The position peaked at $1.74M in Q1 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Berbice Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Berbice Capital Management sold 4,516 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $481K.
Berbice Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 6 quarters.
Berbice Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.74M in Q1 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.