Bearing Point Capital’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Hold	730	–	–	0.04%	182
2026 Q1	$260K	Hold	730	–	–	0.04%	154
2025 Q4	$273K	Hold	730	–	–	0.04%	164
2025 Q3	$267K	Hold	730	–	–	0.05%	151
2025 Q2	$248K	Hold	730	–	–	0.05%	152
2025 Q1	$224K	Hold	730	–	–	0.05%	155
2024 Q4	$235K	Buy	+730	New	+$236K	0.05%	151

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bearing Point Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 730 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #182.

Bearing Point Capital first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Bearing Point Capital held 730 shares of iShares Russell 1000 ETF worth $299K as of Q2 2026.
Bearing Point Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.04% of Bearing Point Capital's portfolio in Q2 2026, its #182 holding.
Bearing Point Capital first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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