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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
Q2 		$716K Sell
2,384
-24
-1% -$6.74K 0.04% 249
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Berger Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, selling an estimated $6.74K and leaving 2,384 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #249.

Berger Financial Group first reported a position in IWM in Q4 2020 and has held it in 17 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Berger Financial Group held 2,384 shares of iShares Russell 2000 ETF worth $716K as of Q2 2026.
  • Berger Financial Group sold 24 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.74K.
  • iShares Russell 2000 ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #249 holding.
  • Berger Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 17 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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