BPC
IWO icon

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

Bearing Point Capital’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$641K Hold
1,626
– – 0.09% 137
2026
Q1 		$510K Hold
1,626
– – 0.08% 132
2025
Q4 		$525K Sell
1,626
-75
-4% -$24.4K 0.08% 136
2025
Q3 		$544K Sell
1,701
-175
-9% -$52.8K 0.09% 122
2025
Q2 		$536K Hold
1,876
– – 0.1% 121
2025
Q1 		$479K Buy
1,876
+40
+2% +$11.3K 0.1% 128
2024
Q4 		$528K Buy
+1,836
New +$543K 0.11% 116

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Bearing Point Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,626 shares worth $641K. The position accounts for 0.09% of the portfolio, ranked #137.

Bearing Point Capital first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bearing Point Capital held 1,626 shares of iShares Russell 2000 Growth ETF worth $641K as of Q2 2026.
  • Bearing Point Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.09% of Bearing Point Capital's portfolio in Q2 2026, its #137 holding.
  • Bearing Point Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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