Berkshire Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Buy |
22,112
+3
| +0% | +$1.27K | 0.43% | 53 |
|
|
2025
Q1 | $8.3M | Buy |
22,109
+2,987
| +16% | +$1.12M | 0.4% | 55 |
|
|
2024
Q4 | $7.95M | Sell |
19,122
-485
| -2% | -$202K | 0.38% | 53 |
|
|
2024
Q3 | $7.15M | Hold |
19,607
| – | – | 0.36% | 52 |
|
|
2024
Q2 | $7.15M | Sell |
19,607
-2,895
| -13% | -$1.06M | 0.36% | 53 |
|
|
2024
Q1 | $7.58M | Sell |
22,502
-2,890
| -11% | -$974K | 0.4% | 51 |
|
|
2023
Q4 | $7.7M | Sell |
25,392
-1,412
| -5% | -$428K | 0.44% | 50 |
|
|
2023
Q3 | $7.13M | Sell |
26,804
-473
| -2% | -$126K | 0.44% | 49 |
|
|
2023
Q2 | $7.51M | Sell |
27,277
-4,000
| -13% | -$1.1M | 0.45% | 49 |
|
|
2023
Q1 | $7.64M | Buy |
31,277
+662
| +2% | +$162K | 0.47% | 48 |
|
|
2022
Q4 | $6.56M | Buy |
30,615
+2,937
| +11% | +$629K | 0.42% | 51 |
|
|
2022
Q3 | $5.82M | Buy |
27,678
+220
| +0.8% | +$46.3K | 0.41% | 51 |
|
|
2022
Q2 | $6.01M | Buy |
+27,458
| New | +$6.01M | 0.39% | 53 |
|
|
2022
Q1 | – | Sell |
-24,779
| Closed | -$7.57M | – | 214 |
|
|
2021
Q4 | $7.57M | Buy |
24,779
+463
| +2% | +$141K | 0.46% | 48 |
|
|
2021
Q3 | $6.66M | Sell |
24,316
-1,364
| -5% | -$374K | 0.45% | 50 |
|
|
2021
Q2 | $6.97M | Sell |
25,680
-514
| -2% | -$140K | 0.47% | 50 |
|
|
2021
Q1 | $6.37M | Buy |
26,194
+22
| +0.1% | +$5.35K | 0.47% | 50 |
|
|
2020
Q4 | $6.31M | Sell |
26,172
-257
| -1% | -$62K | 0.49% | 48 |
|
|
2020
Q3 | $5.73M | Sell |
26,429
-700
| -3% | -$152K | 0.55% | 46 |
|
|
2020
Q2 | $5.21M | Sell |
27,129
-1,741
| -6% | -$334K | 0.48% | 49 |
|
|
2020
Q1 | $4.35M | Buy |
28,870
+5,632
| +24% | +$848K | 0.45% | 50 |
|
|
2019
Q4 | $4.09M | Sell |
23,238
-1,838
| -7% | -$323K | 0.35% | 52 |
|
|
2019
Q3 | $4M | Buy |
25,076
+390
| +2% | +$62.3K | 0.34% | 52 |
|
|
2019
Q2 | $3.88M | Hold |
24,686
| – | – | 0.32% | 57 |
|
|
2019
Q1 | $3.74M | Sell |
24,686
-4,800
| -16% | -$726K | 0.32% | 57 |
|
|
2018
Q4 | $3.86M | Buy |
29,486
+5,786
| +24% | +$757K | 0.36% | 57 |
|
|
2018
Q3 | $3.7M | Sell |
23,700
-58
| -0.2% | -$9.05K | 0.31% | 60 |
|
|
2018
Q2 | $3.42M | Sell |
23,758
-799
| -3% | -$115K | 0.32% | 61 |
|
|
2018
Q1 | $3.34M | Buy |
24,557
+2,860
| +13% | +$389K | 0.32% | 60 |
|
|
2017
Q4 | $2.92M | Sell |
21,697
-998
| -4% | -$134K | 0.28% | 65 |
|
|
2017
Q3 | $2.84M | Sell |
22,695
-1,777
| -7% | -$222K | 0.32% | 62 |
|
|
2017
Q2 | $2.91M | Hold |
24,472
| – | – | 0.33% | 64 |
|
|
2017
Q1 | $2.79M | Hold |
24,472
| – | – | 0.33% | 64 |
|
|
2016
Q4 | $2.57M | Hold |
24,472
| – | – | 0.33% | 61 |
|
|
2016
Q3 | $2.55M | Sell |
24,472
-168
| -0.7% | -$17.5K | 0.37% | 63 |
|
|
2016
Q2 | $2.47M | Sell |
24,640
-629
| -2% | -$63.1K | 0.38% | 61 |
|
|
2016
Q1 | $2.52M | Buy |
25,269
+1,329
| +6% | +$133K | 0.39% | 60 |
|
|
2015
Q4 | $2.38M | Sell |
23,940
-50
| -0.2% | -$4.98K | 0.39% | 59 |
|
|
2015
Q3 | $2.23M | Sell |
23,990
-7,000
| -23% | -$651K | 0.4% | 61 |
|
|
2015
Q2 | $3.07M | Hold |
30,990
| – | – | 0.52% | 56 |
|
|
2015
Q1 | $3.07M | Hold |
30,990
| – | – | 0.51% | 55 |
|
|
2014
Q4 | $2.96M | Sell |
30,990
-805
| -3% | -$77K | 0.51% | 56 |
|
|
2014
Q3 | $2.91M | Hold |
31,795
| – | – | 0.54% | 51 |
|
|
2014
Q2 | $2.89M | Hold |
31,795
| – | – | 0.54% | 53 |
|
|
2014
Q1 | $2.75M | Sell |
31,795
-88
| -0.3% | -$7.62K | 0.53% | 53 |
|
|
2013
Q4 | $2.74M | Buy |
31,883
+131
| +0.4% | +$11.3K | 0.52% | 54 |
|
|
2013
Q3 | $2.48M | Buy |
31,752
+145
| +0.5% | +$11.3K | 0.6% | 50 |
|
|
2013
Q2 | $2.3M | Buy |
+31,607
| New | +$2.3M | 0.64% | 48 |
|