Berger Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Berger Financial Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$680K	Buy	6,009 +9	+0.2%	+$1.08K	0.04%	251
2025 Q4	$740K	Buy	6,000 +46	+0.8%	+$5.63K	0.04%	242
2025 Q3	$719K	Buy	5,954 +93	+2%	+$10.7K	0.04%	244
2025 Q2	$645K	Sell	5,861 -48	-0.8%	-$4.75K	0.04%	241
2025 Q1	$549K	Buy	5,909 +495	+9%	+$49.9K	0.04%	250
2024 Q4	$550K	Hold	5,414	–	–	0.04%	245
2024 Q3	$518K	Hold	5,414	–	–	0.04%	232
2024 Q2	$501K	Sell	5,414 -6,982	-56%	-$602K	0.04%	212
2024 Q1	$1.05M	Hold	12,396	–	–	0.09%	146
2023 Q4	$931K	Hold	12,396	–	–	0.1%	124
2023 Q3	$848K	Sell	12,396 -1,059	-8%	-$74.9K	0.1%	125
2023 Q2	$948K	Hold	13,455	–	–	0.11%	116
2023 Q1	$860K	Hold	13,455	–	–	0.1%	116
2022 Q4	$787K	Buy	+13,455	New	+$808K	0.1%	121
2022 Q3	–	Sell	-8,158	Closed	-$492K	–	246
2022 Q2	$492K	Hold	8,158	–	–	0.07%	143
2022 Q1	$623K	Hold	8,158	–	–	0.08%	131
2021 Q4	$683K	Sell	8,158 -866	-10%	-$69.8K	0.09%	127
2021 Q3	$667K	Hold	9,024	–	–	0.12%	96
2021 Q2	$656K	Hold	9,024	–	–	0.12%	96
2021 Q1	$588K	Hold	9,024	–	–	0.13%	98
2020 Q4	$576K	Buy	+9,024	New	+$547K	0.1%	118

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Berger Financial Group's IVW Position: Q1 2026 in Review

Berger Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.15% in Q1 2026, buying an estimated $1.08K and bringing the position to 6,009 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #251.

Berger Financial Group first reported a position in IVW in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.05M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Berger Financial Group held 6,009 shares of iShares S&P 500 Growth ETF worth $680K as of Q1 2026.
Berger Financial Group bought 9 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.08K.
iShares S&P 500 Growth ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #251 holding.
Berger Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Berger Financial Group's iShares S&P 500 Growth ETF position peaked at $1.05M in Q1 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.