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Berkeley Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Berkeley Inc’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 		$420K Sell
3,382
-2
-0.1% -$241 0.13% 64
2026
Q1 		$361K Sell
3,384
-232
-6% -$26.3K 0.12% 65
2025
Q4 		$428K Hold
3,616
– – 0.14% 61
2025
Q3 		$423K Hold
3,616
– – 0.14% 60
2025
Q2 		$384K Buy
3,616
+4
+0.1% +$382 0.14% 63
2025
Q1 		$326K Hold
3,612
– – 0.15% 56
2024
Q4 		$363K Sell
3,612
-3,612
-50% -$355K 0.19% 52
2024
Q3 		$678K Buy
7,224
+3,612
+100% +$327K 0.2% 55
2024
Q2 		$329K Sell
3,612
-540
-13% -$46.1K 0.2% 52
2024
Q1 		$350K Sell
4,152
-864
-17% -$69.6K 0.21% 53
2023
Q4 		$380K Buy
5,016
+4
+0.1% +$283 0.24% 55
2023
Q3 		$333K Hold
5,012
– – 0.23% 63
2023
Q2 		$345K Buy
5,012
+4
+0.1% +$254 0.23% 63
2023
Q1 		$306K Sell
5,008
-96
-2% -$5.53K 0.22% 63
2022
Q4 		$273K Buy
5,104
+4
+0.1% +$220 0.21% 65
2022
Q3 		$268K Buy
5,100
+4
+0.1% +$235 0.23% 66
2022
Q2 		$279K Hold
5,096
– – 0.22% 70
2022
Q1 		$354K Buy
5,096
+4
+0.1% +$273 0.25% 71
2021
Q4 		$389K Sell
5,092
-176
-3% -$13K 0.26% 67
2021
Q3 		$361K Sell
5,268
-860
-14% -$60.8K 0.27% 65
2021
Q2 		$416K Hold
6,128
– – 0.3% 61
2021
Q1 		$372K Buy
6,128
+284
+5% +$17.3K 0.28% 62
2020
Q4 		$352K Buy
+5,844
New +$333K 0.28% 60

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berkeley Inc's IWF Position: Q2 2026 in Review

Berkeley Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q2 2026, selling an estimated $241 and leaving 3,382 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #64.

Berkeley Inc first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $678K in Q3 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Berkeley Inc held 3,382 shares of iShares Russell 1000 Growth ETF worth $420K as of Q2 2026.
  • Berkeley Inc sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
  • iShares Russell 1000 Growth ETF made up 0.13% of Berkeley Inc's portfolio in Q2 2026, its #64 holding.
  • Berkeley Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's iShares Russell 1000 Growth ETF position peaked at $678K in Q3 2024.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.