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 Q2	$679K	Hold	5,472	–	–	0.03%	257
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 $1.89T 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

Berger Financial Group's IWF Position: Q2 2026 in Review

Berger Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,472 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #257.

Berger Financial Group first reported a position in IWF in Q4 2021 and has held it in 9 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Berger Financial Group held 5,472 shares of iShares Russell 1000 Growth ETF worth $679K as of Q2 2026.
Berger Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #257 holding.
Berger Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 9 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.