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Berger Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Berger Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$597K Sell
2,408
-11
-0.5% -$2.84K 0.03% 270
2025
Q4 		$595K Sell
2,419
-77
-3% -$18.9K 0.03% 271
2025
Q3 		$604K Buy
2,496
+1,252
+101% +$287K 0.04% 264
2025
Q2 		$268K Sell
1,244
-9
-0.7% -$1.81K 0.02% 355
2025
Q1 		$250K Buy
1,253
+70
+6% +$15.2K 0.02% 369
2024
Q4 		$261K Buy
+1,183
New +$270K 0.02% 349
2024
Q3 		– Sell
-1,638
Closed -$332K – 394
2024
Q2 		$332K Buy
1,638
+635
+63% +$128K 0.03% 263
2024
Q1 		$211K Buy
+1,003
New +$200K 0.02% 347
2023
Q3 		– Sell
-1,071
Closed -$201K – 285
2023
Q2 		$201K Buy
+1,071
New +$191K 0.02% 281
2023
Q1 		– Sell
-1,231
Closed -$215K – 281
2022
Q4 		$215K Buy
+1,231
New +$219K 0.03% 244
2022
Q2 		– Sell
-1,782
Closed -$366K – 266
2022
Q1 		$366K Sell
1,782
-146
-8% -$29.8K 0.05% 178
2021
Q4 		$429K Buy
1,928
+858
+80% +$194K 0.06% 167
2021
Q3 		$234K Hold
1,070
– – 0.04% 187
2021
Q2 		$245K Hold
1,070
– – 0.04% 181
2021
Q1 		$236K Hold
1,070
– – 0.05% 171
2020
Q4 		$210K Buy
+1,070
New +$187K 0.04% 196

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Berger Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.45% in Q1 2026, selling an estimated $2.84K and leaving 2,408 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #270.

Berger Financial Group first reported a position in IWM in Q4 2020 and has held it in 16 quarters since. The position peaked at $604K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Berger Financial Group held 2,408 shares of iShares Russell 2000 ETF worth $597K as of Q1 2026.
  • Berger Financial Group sold 11 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.84K.
  • iShares Russell 2000 ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #270 holding.
  • Berger Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 16 quarters since.
  • Berger Financial Group's iShares Russell 2000 ETF position peaked at $604K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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