Berkshire Money Management, Inc. IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1535172
As of 2026-06-30, Berkshire Money Management, Inc. reported 237.17K IWF (shares), valued at $29.45M, or 2.69% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 301.86%; reported value increased 17.02%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.69% | 237,171 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 2.58% | 59,019 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 5.18% | 114,706 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 5.47% | 113,518 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 4.36% | 97,528 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 4.94% | 121,895 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 5.49% | 125,685 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 5.47% | 127,351 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 5.71% | 128,924 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 5.34% | 131,367 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 5.42% | 134,283 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.42% | 134,283 | $40.71M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 5.34% | 131,367 | $44.28M | Shares decreased 2.17%; reported value increased 8.76%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 5.71% | 128,924 | $46.99M | Shares decreased 1.86%; reported value increased 6.14%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 5.47% | 127,351 | $47.81M | Shares decreased 1.22%; reported value increased 1.73%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 5.49% | 125,685 | $50.47M | Shares decreased 1.31%; reported value increased 5.58%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 4.94% | 121,895 | $44.01M | Shares decreased 3.02%; reported value decreased 12.79%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 4.36% | 97,528 | $41.41M | Shares decreased 19.99%; reported value decreased 5.92%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 5.47% | 113,518 | $53.17M | Shares increased 16.40%; reported value increased 28.41%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 5.18% | 114,706 | $54.29M | Shares increased 1.05%; reported value increased 2.10%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 2.58% | 59,019 | $25.17M | Shares decreased 48.55%; reported value decreased 53.65%, and weight changed -2.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 2.69% | 237,171 | $29.45M | Shares increased 301.86%; reported value increased 17.02%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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