Berkshire Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Berkshire Asset Management’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 Q1	$8.62M	Buy	80,824 +1,596	+2%	+$181K	0.37%	55
2025 Q4	$9.37M	Sell	79,228 -1,856	-2%	-$220K	0.41%	52
2025 Q3	$9.5M	Sell	81,084 -7,364	-8%	-$820K	0.4%	53
2025 Q2	$9.39M	Buy	88,448 +12	+0%	+$1.15K	0.43%	53
2025 Q1	$8.3M	Buy	88,436 +11,948	+16%	+$1.18M	0.4%	55
2024 Q4	$7.95M	Sell	76,488 -1,940	-2%	-$191K	0.38%	53
2024 Q3	$7.15M	Hold	78,428	–	–	0.36%	52
2024 Q2	$7.15M	Sell	78,428 -11,580	-13%	-$989K	0.36%	53
2024 Q1	$7.58M	Sell	90,008 -11,560	-11%	-$931K	0.4%	51
2023 Q4	$7.7M	Sell	101,568 -5,648	-5%	-$399K	0.44%	50
2023 Q3	$7.13M	Sell	107,216 -1,892	-2%	-$131K	0.44%	49
2023 Q2	$7.51M	Sell	109,108 -16,000	-13%	-$1.02M	0.45%	49
2023 Q1	$7.64M	Buy	125,108 +2,648	+2%	+$153K	0.47%	48
2022 Q4	$6.56M	Buy	122,460 +11,748	+11%	+$646K	0.42%	51
2022 Q3	$5.82M	Buy	110,712 +880	+0.8%	+$51.7K	0.41%	51
2022 Q2	$6M	Buy	+109,832	New	+$6.59M	0.39%	53
2022 Q1	–	Sell	-99,116	Closed	-$7.57M	–	214
2021 Q4	$7.57M	Buy	99,116 +1,852	+2%	+$137K	0.46%	48
2021 Q3	$6.66M	Sell	97,264 -5,456	-5%	-$386K	0.45%	50
2021 Q2	$6.97M	Sell	102,720 -2,056	-2%	-$133K	0.47%	50
2021 Q1	$6.37M	Buy	104,776 +88	+0.1%	+$5.36K	0.47%	50
2020 Q4	$6.31M	Sell	104,688 -1,028	-1%	-$58.5K	0.49%	48
2020 Q3	$5.73M	Sell	105,716 -2,800	-3%	-$148K	0.55%	46
2020 Q2	$5.21M	Sell	108,516 -6,964	-6%	-$307K	0.48%	49
2020 Q1	$4.35M	Buy	115,480 +22,528	+24%	+$971K	0.45%	50
2019 Q4	$4.09M	Sell	92,952 -7,352	-7%	-$307K	0.35%	52
2019 Q3	$4M	Buy	100,304 +1,560	+2%	+$62.5K	0.34%	52
2019 Q2	$3.88M	Hold	98,744	–	–	0.32%	57
2019 Q1	$3.74M	Sell	98,744 -19,200	-16%	-$690K	0.32%	57
2018 Q4	$3.86M	Buy	117,944 +23,144	+24%	+$816K	0.36%	57
2018 Q3	$3.7M	Sell	94,800 -232	-0.2%	-$8.79K	0.31%	60
2018 Q2	$3.42M	Sell	95,032 -3,196	-3%	-$113K	0.32%	61
2018 Q1	$3.34M	Buy	98,228 +11,440	+13%	+$401K	0.32%	60
2017 Q4	$2.92M	Sell	86,788 -3,992	-4%	-$131K	0.28%	65
2017 Q3	$2.84M	Sell	90,780 -7,108	-7%	-$218K	0.32%	62
2017 Q2	$2.91M	Hold	97,888	–	–	0.33%	64
2017 Q1	$2.79M	Hold	97,888	–	–	0.33%	64
2016 Q4	$2.57M	Hold	97,888	–	–	0.33%	61
2016 Q3	$2.55M	Sell	97,888 -672	-0.7%	-$17.5K	0.37%	63
2016 Q2	$2.47M	Sell	98,560 -2,516	-2%	-$62.8K	0.38%	61
2016 Q1	$2.52M	Buy	101,076 +5,316	+6%	+$126K	0.39%	60
2015 Q4	$2.38M	Sell	95,760 -200	-0.2%	-$4.99K	0.39%	59
2015 Q3	$2.23M	Sell	95,960 -28,000	-23%	-$689K	0.4%	61
2015 Q2	$3.07M	Hold	123,960	–	–	0.52%	56
2015 Q1	$3.07M	Hold	123,960	–	–	0.51%	55
2014 Q4	$2.96M	Sell	123,960 -3,220	-3%	-$75.3K	0.51%	56
2014 Q3	$2.91M	Hold	127,180	–	–	0.54%	51
2014 Q2	$2.89M	Hold	127,180	–	–	0.54%	53
2014 Q1	$2.75M	Sell	127,180 -352	-0.3%	-$7.56K	0.53%	53
2013 Q4	$2.74M	Buy	127,532 +524	+0.4%	+$10.8K	0.52%	54
2013 Q3	$2.48M	Buy	127,008 +580	+0.5%	+$11.1K	0.6%	50
2013 Q2	$2.3M	Buy	+126,428	New	+$2.32M	0.64%	48

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Berkshire Asset Management's IWF Position: Q1 2026 in Review

Berkshire Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q1 2026, buying an estimated $181K and bringing the position to 80,824 shares worth $8.62M. The position accounts for 0.37% of the portfolio, ranked #55.

Berkshire Asset Management first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.5M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Berkshire Asset Management held 80,824 shares of iShares Russell 1000 Growth ETF worth $8.62M as of Q1 2026.
Berkshire Asset Management bought 1,596 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $181K.
iShares Russell 1000 Growth ETF made up 0.37% of Berkshire Asset Management's portfolio in Q1 2026, its #55 holding.
Berkshire Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Berkshire Asset Management's iShares Russell 1000 Growth ETF position peaked at $9.5M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.