Berger Financial Group »

Ishares Tr rus200 grw idx shares owned by Berger Financial Group

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 grw idx by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 22k 220.05
2024-03-31 $6.9M 36k 195.10

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Us Aggbd Et (AGG)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Amazon (AMZN)

View all positions for Berger Financial Group

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Cambridge Investment Research Advisors
Bryn Mawr Trust
Envestnet Asset Management
Pegasus Partners

View all funds holding Ishares Tr rus200 grw idx