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Berry Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Berry Group’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
2020
Q4 		$7.83M Buy
129,836
+4,072
+3% +$232K 3.53% 5
2020
Q3 		$6.82M Buy
125,764
+2,552
+2% +$134K 3.66% 4
2020
Q2 		$5.91M Buy
123,212
+5,796
+5% +$255K 3.66% 4
2020
Q1 		$4.42M Sell
117,416
-3,412
-3% -$147K 3.33% 5
2019
Q4 		$5.31M Buy
+120,828
New +$5.04M 2.87% 9

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berry Group's IWF Position: Q4 2020 in Review

Berry Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q4 2020, buying an estimated $232K and bringing the position to 129,836 shares worth $7.83M. The position accounts for 3.53% of the portfolio, ranked #5.

Berry Group first reported a position in IWF in Q4 2019 and has held it in 5 quarters since. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Berry Group held 129,836 shares of iShares Russell 1000 Growth ETF worth $7.83M as of Q4 2020.
  • Berry Group bought 4,072 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $232K.
  • iShares Russell 1000 Growth ETF made up 3.53% of Berry Group's portfolio in Q4 2020, its #5 holding.
  • Berry Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 5 quarters since.
  • 1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.