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

Berkshire Bank’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
2024 Q4	–	Sell	-750	Closed	-$213K	–	159
2024 Q3	$213K	Buy	+750	New	+$205K	0.05%	150
2024 Q2	–	Sell	-750	Closed	-$203K	–	142
2024 Q1	$203K	Buy	+750	New	+$192K	0.05%	142
2022 Q1	–	Sell	-750	Closed	-$220K	–	142
2021 Q4	$220K	Hold	750	–	–	0.05%	127
2021 Q3	$220K	Hold	750	–	–	0.05%	119
2021 Q2	$234K	Hold	750	–	–	0.06%	120
2021 Q1	$226K	Hold	750	–	–	0.06%	119
2020 Q4	$215K	Buy	+750	New	+$191K	0.05%	121

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

Berkshire Bank's IWO Position: Q4 2024 in Review

Berkshire Bank sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 750 shares — an estimated $213K sold.

Berkshire Bank first reported a position in IWO in Q4 2020 and held it in 7 quarters. The position peaked at $234K in Q2 2021. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Berkshire Bank reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Berkshire Bank sold 750 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $213K.
Berkshire Bank first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 7 quarters.
Berkshire Bank's iShares Russell 2000 Growth ETF position peaked at $234K in Q2 2021.
1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Berkshire Bank's 13F filing for Q4 2024, filed 22 Jan 2025.