Berkshire Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Berkshire Asset Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Buy	885 +30	+4%	+$9.98K	0.01%	225
2025 Q4	$276K	Hold	855	–	–	0.01%	226
2025 Q3	$274K	Hold	855	–	–	0.01%	253
2025 Q2	$244K	Hold	855	–	–	0.01%	253
2025 Q1	$224K	Hold	855	–	–	0.01%	263
2024 Q4	$257K	Hold	855	–	–	0.01%	252
2024 Q3	$224K	Hold	855	–	–	0.01%	264
2024 Q2	$224K	Hold	855	–	–	0.01%	266
2024 Q1	$232K	Sell	855 -607	-42%	-$155K	0.01%	225
2023 Q4	$369K	Hold	1,462	–	–	0.02%	179
2023 Q3	$328K	Hold	1,462	–	–	0.02%	181
2023 Q2	$355K	Buy	1,462 +25	+2%	+$5.73K	0.02%	173
2023 Q1	$326K	Buy	+1,437	New	+$329K	0.02%	175
2022 Q1	–	Sell	-705	Closed	-$207K	–	217
2021 Q4	$207K	Hold	705	–	–	0.01%	231
2021 Q3	$207K	Hold	705	–	–	0.01%	226
2021 Q2	$220K	Hold	705	–	–	0.01%	220
2021 Q1	$212K	Buy	+705	New	+$219K	0.02%	218
2019 Q1	–	Sell	-1,235	Closed	-$207K	–	226
2018 Q4	$207K	Sell	1,235 -1,000	-45%	-$187K	0.02%	202
2018 Q3	$481K	Sell	2,235 -24	-1%	-$5.12K	0.04%	146
2018 Q2	$462K	Buy	+2,259	New	+$452K	0.04%	141
2013 Q4	–	Sell	-1,675	Closed	-$211K	–	172
2013 Q3	$211K	Buy	+1,675	New	+$202K	0.05%	129

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Berkshire Asset Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q1 2026, buying an estimated $9.98K and bringing the position to 885 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #225.

Berkshire Asset Management first reported a position in IWO in Q3 2013 and has held it in 21 quarters since. The position peaked at $481K in Q3 2018. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Berkshire Asset Management held 885 shares of iShares Russell 2000 Growth ETF worth $278K as of Q1 2026.
Berkshire Asset Management bought 30 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $9.98K.
iShares Russell 2000 Growth ETF made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #225 holding.
Berkshire Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 21 quarters since.
Berkshire Asset Management's iShares Russell 2000 Growth ETF position peaked at $481K in Q3 2018.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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