Berger Financial Group, Inc Ishares Tr Russell 200 Growth Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Berger Financial Group, Inc holds 21,719 shares of IWY stock, worth $5.92 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

21,719

Previous 21,925 0.94%

Holding current value

$5.92 Million

Previous $5.4 Million 9.97%

% of portfolio

0.44%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$243.93 - $275.62 $50,249 - $56,777	-206 Reduced 0.94%	21,719 $5.94 Million
Q2 2025 Jul 22, 2025	SELL	$187.5 - $246.51 $210,937 - $277,323	-1,125 Reduced 4.88%	21,925 $5.4 Million
Q1 2025 May 12, 2025	BUY	$210.19 - $243.33 $174,457 - $201,963	830 Added 3.74%	23,050 $4.86 Million
Q4 2024 Feb 14, 2025	BUY	$216.72 - $244.71 $107,709 - $121,620	497 Added 2.29%	22,220 $5.23 Million
Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $48,470 - $56,266	249 Added 1.16%	21,723 $4.78 Million
Q2 2024 Aug 14, 2024	SELL	$183.56 - $216.15 $2.58 Million - $3.04 Million	-14,063 Reduced 39.57%	21,474 $4.61 Million
Q1 2024 Apr 16, 2024	BUY	$170.38 - $196.82 $6.05 Million - $6.99 Million	35,537 New	35,537 $6.93 Million

Others Institutions Holding IWY

# of Institutions

651

Shares Held

52.4M

Call Options Held

6.9K

Put Options Held

4.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Ishares Tr Russell 200 Growth Transaction History