Bearing Point Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bearing Point Capital’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Buy	+2,486	New	+$328K	0.05%	177
2026 Q1	–	Sell	-5,692	Closed	-$702K	–	177
2025 Q4	$702K	Hold	5,692	–	–	0.11%	115
2025 Q3	$687K	Hold	5,692	–	–	0.12%	105
2025 Q2	$627K	Buy	+5,692	New	+$563K	0.12%	108

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bearing Point Capital's IVW Position: Q2 2026 in Review

Bearing Point Capital opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 2,486 shares worth $342K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: Bearing Point Capital previously reported a position in IVW as recently as Q4 2025.

Bearing Point Capital first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. The position peaked at $702K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bearing Point Capital held 2,486 shares of iShares S&P 500 Growth ETF worth $342K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Bearing Point Capital position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.05% of Bearing Point Capital's portfolio in Q2 2026, its #177 holding.
Bearing Point Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
Bearing Point Capital's iShares S&P 500 Growth ETF position peaked at $702K in Q4 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.