Berger Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Berger Financial Group’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 Q1	$583K	Buy	5,472 +148	+3%	+$16.8K	0.03%	272
2025 Q4	$630K	Buy	5,324 +280	+6%	+$33.2K	0.04%	263
2025 Q3	$591K	Buy	5,044 +1,112	+28%	+$124K	0.04%	265
2025 Q2	$417K	Hold	3,932	–	–	0.03%	288
2025 Q1	$355K	Sell	3,932 -144	-4%	-$14.2K	0.02%	306
2024 Q4	$409K	Hold	4,076	–	–	0.03%	282
2024 Q3	$382K	Buy	+4,076	New	+$370K	0.03%	270
2022 Q1	–	Sell	-4,792	Closed	-$366K	–	279
2021 Q4	$366K	Buy	+4,792	New	+$355K	0.05%	185

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

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

Berger Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q1 2026, buying an estimated $16.8K and bringing the position to 5,472 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #272.

Berger Financial Group first reported a position in IWF in Q4 2021 and has held it in 8 quarters since. The position peaked at $630K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Berger Financial Group held 5,472 shares of iShares Russell 1000 Growth ETF worth $583K as of Q1 2026.
Berger Financial Group bought 148 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $16.8K.
iShares Russell 1000 Growth ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #272 holding.
Berger Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Berger Financial Group's iShares Russell 1000 Growth ETF position peaked at $630K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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