Von Berge Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Von Berge Wealth Management 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
2025 Q3	–	Sell	-7,600	Closed	-$822K	–	17
2025 Q2	$822K	Sell	7,600 -284	-4%	-$27.2K	0.46%	34
2025 Q1	$708K	Buy	7,884 +164	+2%	+$16.2K	0.46%	35
2024 Q4	$793K	Hold	7,720	–	–	0.48%	35
2024 Q3	$754K	Hold	7,720	–	–	0.47%	35
2024 Q2	$710K	Hold	7,720	–	–	0.45%	36
2024 Q1	$651K	Hold	7,720	–	–	0.42%	35
2023 Q4	$590K	Hold	7,720	–	–	0.45%	37
2023 Q3	$513K	Hold	7,720	–	–	0.44%	34
2023 Q2	$531K	Hold	7,720	–	–	0.44%	32
2023 Q1	$472K	Hold	7,720	–	–	0.42%	34
2022 Q4	$448K	Hold	7,720	–	–	0.4%	34
2022 Q3	$407K	Hold	7,720	–	–	0.43%	35
2022 Q2	$429K	Hold	7,720	–	–	0.45%	35
2022 Q1	$505K	Hold	7,720	–	–	0.46%	35
2021 Q4	$539K	Buy	+7,720	New	+$572K	0.5%	34

Other funds holding IWF

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Von Berge Wealth Management Group's IWF Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 7,600 shares — an estimated $822K sold.

Von Berge Wealth Management Group first reported a position in IWF in Q4 2021 and held it in 15 quarters. The position peaked at $822K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Von Berge Wealth Management Group reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 7,600 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $822K.
Von Berge Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's iShares Russell 1000 Growth ETF position peaked at $822K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.