Bearing Point Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Hold	7,887	–	–	0.16%	93
2025 Q4	$1.08M	Buy	7,887 +1,274	+19%	+$178K	0.17%	98
2025 Q3	$942K	Hold	6,613	–	–	0.16%	92
2025 Q2	$917K	Sell	6,613 -170	-3%	-$21.5K	0.17%	92
2025 Q1	$797K	Hold	6,783	–	–	0.17%	97
2024 Q4	$860K	Buy	+6,783	New	+$862K	0.18%	94

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bearing Point Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 7,887 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #93.

Bearing Point Capital first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Bearing Point Capital held 7,887 shares of iShares Russell Mid-Cap Growth ETF worth $1.01M as of Q1 2026.
Bearing Point Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Bearing Point Capital's portfolio in Q1 2026, its #93 holding.
Bearing Point Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's iShares Russell Mid-Cap Growth ETF position peaked at $1.08M in Q4 2025.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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