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

Berkshire Bank’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	$505K	Hold	4,068	–	–	0.1%	111
2026 Q1	$434K	Hold	4,068	–	–	0.09%	116
2025 Q4	$481K	Hold	4,068	–	–	0.1%	102
2025 Q3	$476K	Hold	4,068	–	–	0.1%	100
2025 Q2	$432K	Sell	4,068 -52	-1%	-$4.97K	0.1%	110
2025 Q1	$372K	Hold	4,120	–	–	0.09%	116
2024 Q4	$414K	Hold	4,120	–	–	0.1%	109
2024 Q3	$387K	Hold	4,120	–	–	0.09%	117
2024 Q2	$375K	Sell	4,120 -1,312	-24%	-$112K	0.09%	109
2024 Q1	$458K	Sell	5,432 -1,816	-25%	-$146K	0.11%	103
2023 Q4	$549K	Buy	7,248 +2,740	+61%	+$194K	0.15%	94
2023 Q3	$300K	Sell	4,508 -180	-4%	-$12.4K	0.09%	116
2023 Q2	$323K	Hold	4,688	–	–	0.09%	114
2023 Q1	$286K	Hold	4,688	–	–	0.09%	117
2022 Q4	$251K	Buy	+4,688	New	+$258K	0.08%	125

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Berkshire Bank's IWF Position: Q2 2026 in Review

Berkshire Bank held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,068 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #111.

Berkshire Bank first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $549K in Q4 2023. 1,376 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Berkshire Bank held 4,068 shares of iShares Russell 1000 Growth ETF worth $505K as of Q2 2026.
Berkshire Bank left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.1% of Berkshire Bank's portfolio in Q2 2026, its #111 holding.
Berkshire Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Berkshire Bank's iShares Russell 1000 Growth ETF position peaked at $549K in Q4 2023.
1,376 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.