Von Berge Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Von Berge Wealth Management Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,155	Closed	-$258K	–	18
2025 Q2	$258K	Hold	1,155	–	–	0.14%	54
2025 Q1	$224K	Buy	1,155 +1	+0.1%	+$217	0.14%	53
2024 Q4	$264K	Hold	1,154	–	–	0.16%	53
2024 Q3	$274K	Buy	1,154 +1	+0.1%	+$214	0.17%	53
2024 Q2	$232K	Hold	1,153	–	–	0.15%	57
2024 Q1	$242K	Hold	1,153	–	–	0.16%	57
2023 Q4	$223K	Sell	1,153 -211	-15%	-$37.8K	0.17%	62
2023 Q3	$241K	Hold	1,364	–	–	0.21%	52
2023 Q2	$255K	Hold	1,364	–	–	0.21%	51
2023 Q1	$243K	Hold	1,364	–	–	0.22%	52
2022 Q4	$259K	Hold	1,364	–	–	0.23%	47
2022 Q3	$229K	Hold	1,364	–	–	0.24%	46
2022 Q2	$234K	Buy	1,364 +106	+8%	+$19.5K	0.24%	47
2022 Q1	$250K	Buy	1,258 +1	+0.1%	+$204	0.23%	53
2021 Q4	$253K	Buy	+1,257	New	+$284K	0.23%	52

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Von Berge Wealth Management Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,155 shares — an estimated $258K sold.

Von Berge Wealth Management Group first reported a position in IWM in Q4 2021 and held it in 15 quarters. The position peaked at $274K in Q3 2024. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Von Berge Wealth Management Group reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,155 iShares Russell 2000 ETF shares in Q3 2025, an estimated $258K.
Von Berge Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's iShares Russell 2000 ETF position peaked at $274K in Q3 2024.
2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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