Berkeley Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.35M | Sell |
10,907
-1
| -0% | -$121 | 0.28% | 72 |
|
|
2026
Q1 | $1.16M | Hold |
10,908
| – | – | 0.27% | 78 |
|
|
2025
Q4 | $1.29M | Sell |
10,908
-612
| -5% | -$72.5K | 0.3% | 64 |
|
|
2025
Q3 | $1.35M | Sell |
11,520
-1,400
| -11% | -$156K | 0.32% | 62 |
|
|
2025
Q2 | $1.37M | Buy |
12,920
+16
| +0.1% | +$1.53K | 0.35% | 62 |
|
|
2025
Q1 | $1.16M | Buy |
12,904
+8
| +0.1% | +$789 | 0.32% | 68 |
|
|
2024
Q4 | $1.29M | Buy |
12,896
+32
| +0.2% | +$3.15K | 0.36% | 53 |
|
|
2024
Q3 | $1.21M | Hold |
12,864
| – | – | 0.34% | 64 |
|
|
2024
Q2 | $1.17M | Sell |
12,864
-220
| -2% | -$18.8K | 0.35% | 56 |
|
|
2024
Q1 | $1.1M | Buy |
13,084
+348
| +3% | +$28K | 0.34% | 58 |
|
|
2023
Q4 | $965K | Buy |
12,736
+68
| +0.5% | +$4.81K | 0.32% | 65 |
|
|
2023
Q3 | $842K | Sell |
12,668
-908
| -7% | -$62.7K | 0.3% | 69 |
|
|
2023
Q2 | $934K | Buy |
13,576
+8,624
| +174% | +$548K | 0.33% | 59 |
|
|
2023
Q1 | $303K | Buy |
4,952
+64
| +1% | +$3.69K | 0.11% | 120 |
|
|
2022
Q4 | $262K | Sell |
4,888
-72
| -1% | -$3.96K | 0.1% | 128 |
|
|
2022
Q3 | $261K | Hold |
4,960
| – | – | 0.11% | 111 |
|
|
2022
Q2 | $271K | Sell |
4,960
-596
| -11% | -$35.8K | 0.11% | 116 |
|
|
2022
Q1 | $386K | Sell |
5,556
-300
| -5% | -$20.5K | 0.15% | 109 |
|
|
2021
Q4 | $447K | Sell |
5,856
-120
| -2% | -$8.9K | 0.18% | 79 |
|
|
2021
Q3 | $409K | Sell |
5,976
-208
| -3% | -$14.7K | 0.19% | 82 |
|
|
2021
Q2 | $420K | Sell |
6,184
-1,444
| -19% | -$93.1K | 0.19% | 76 |
|
|
2021
Q1 | $463K | Sell |
7,628
-6,860
| -47% | -$418K | 0.22% | 69 |
|
|
2020
Q4 | $873K | Sell |
14,488
-700
| -5% | -$39.8K | 0.45% | 32 |
|
|
2020
Q3 | $823K | Sell |
15,188
-2,880
| -16% | -$152K | 0.5% | 31 |
|
|
2020
Q2 | $867K | Sell |
18,068
-5,844
| -24% | -$258K | 0.53% | 31 |
|
|
2020
Q1 | $901K | Sell |
23,912
-1,180
| -5% | -$50.9K | 0.61% | 30 |
|
|
2019
Q4 | $1.1M | Sell |
25,092
-4,680
| -16% | -$195K | 0.56% | 39 |
|
|
2019
Q3 | $1.19M | Sell |
29,772
-4,148
| -12% | -$166K | 0.63% | 32 |
|
|
2019
Q2 | $1.33M | Buy |
33,920
+5,164
| +18% | +$200K | 0.62% | 26 |
|
|
2019
Q1 | $1.09M | Sell |
28,756
-1,260
| -4% | -$45.3K | 0.54% | 36 |
|
|
2018
Q4 | $982K | Sell |
30,016
-804
| -3% | -$28.3K | 0.55% | 34 |
|
|
2018
Q3 | $1.2M | Sell |
30,820
-3,312
| -10% | -$125K | 0.68% | 30 |
|
|
2018
Q2 | $1.23M | Sell |
34,132
-1,024
| -3% | -$36.1K | 0.72% | 28 |
|
|
2018
Q1 | $1.2M | Sell |
35,156
-2,388
| -6% | -$83.7K | 0.69% | 29 |
|
|
2017
Q4 | $1.26M | Sell |
37,544
-1,096
| -3% | -$35.9K | 0.83% | 23 |
|
|
2017
Q3 | $1.21M | Sell |
38,640
-416
| -1% | -$12.7K | 0.81% | 26 |
|
|
2017
Q2 | $1.16M | Buy |
39,056
+668
| +2% | +$19.6K | 0.79% | 25 |
|
|
2017
Q1 | $1.09M | Sell |
38,388
-2,436
| -6% | -$67.6K | 0.74% | 26 |
|
|
2016
Q4 | $1.07M | Sell |
40,824
-4,392
| -10% | -$114K | 0.77% | 26 |
|
|
2016
Q3 | $1.18M | Sell |
45,216
-36
| -0.1% | -$936 | 0.84% | 22 |
|
|
2016
Q2 | $1.14M | Sell |
45,252
-12,540
| -22% | -$313K | 0.8% | 26 |
|
|
2016
Q1 | $1.44M | Sell |
57,792
-2,528
| -4% | -$59.7K | 1.04% | 22 |
|
|
2015
Q4 | $1.5M | Buy |
+60,320
| New | +$1.5M | 1.22% | 20 |
|
Other funds holding IWF
Berkeley Capital Partners's IWF Position: Q2 2026 in Review
Berkeley Capital Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, selling an estimated $121 and leaving 10,907 shares worth $1.35M. The position accounts for 0.28% of the portfolio, ranked #72.
Berkeley Capital Partners first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.5M in Q4 2015. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Berkeley Capital Partners held 10,907 shares of iShares Russell 1000 Growth ETF worth $1.35M as of Q2 2026.
- Berkeley Capital Partners sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
- iShares Russell 1000 Growth ETF made up 0.28% of Berkeley Capital Partners's portfolio in Q2 2026, its #72 holding.
- Berkeley Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
- Berkeley Capital Partners's iShares Russell 1000 Growth ETF position peaked at $1.5M in Q4 2015.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.