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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.24M	Buy	20,972 +12	+0.1%	+$1.36K	0.35%	70
2025 Q4	$2.48M	Buy	20,960 +108	+0.5%	+$12.8K	0.39%	68
2025 Q3	$2.44M	Sell	20,852 -16	-0.1%	-$1.78K	0.42%	64
2025 Q2	$2.22M	Sell	20,868 -1,084	-5%	-$104K	0.41%	65
2025 Q1	$1.98M	Hold	21,952	–	–	0.42%	67
2024 Q4	$2.2M	Buy	+21,952	New	+$2.16M	0.46%	62

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bearing Point Capital's IWF Position: Q1 2026 in Review

Bearing Point Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q1 2026, buying an estimated $1.36K and bringing the position to 20,972 shares worth $2.24M. The position accounts for 0.35% of the portfolio, ranked #70.

Bearing Point Capital first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Bearing Point Capital held 20,972 shares of iShares Russell 1000 Growth ETF worth $2.24M as of Q1 2026.
Bearing Point Capital bought 12 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.36K.
iShares Russell 1000 Growth ETF made up 0.35% of Bearing Point Capital's portfolio in Q1 2026, its #70 holding.
Bearing Point Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's iShares Russell 1000 Growth ETF position peaked at $2.48M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.