Bearing Point Capital’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$949K	Sell	3,160 -35	-1%	-$9.84K	0.13%	106
2026 Q1	$792K	Hold	3,195	–	–	0.12%	106
2025 Q4	$786K	Buy	3,195 +113	+4%	+$27.8K	0.12%	111
2025 Q3	$746K	Hold	3,082	–	–	0.13%	103
2025 Q2	$665K	Hold	3,082	–	–	0.12%	106
2025 Q1	$615K	Hold	3,082	–	–	0.13%	112
2024 Q4	$681K	Buy	+3,082	New	+$703K	0.14%	106

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bearing Point Capital reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $9.84K and leaving 3,160 shares worth $949K. The position accounts for 0.13% of the portfolio, ranked #106.

Bearing Point Capital first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Bearing Point Capital held 3,160 shares of iShares Russell 2000 ETF worth $949K as of Q2 2026.
Bearing Point Capital sold 35 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.84K.
iShares Russell 2000 ETF made up 0.13% of Bearing Point Capital's portfolio in Q2 2026, its #106 holding.
Bearing Point Capital first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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