BluePointe Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BluePointe Capital Management’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
2025 Q1	$4.5M	Buy	+38,269	New	+$4.92M	1.71%	16

Other funds holding IWP

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BluePointe Capital Management's IWP Position: Q1 2025 in Review

BluePointe Capital Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025: 38,269 shares worth $4.5M. The stake represents 1.71% of the portfolio and ranks #16 among its holdings.

1,089 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

BluePointe Capital Management held 38,269 shares of iShares Russell Mid-Cap Growth ETF worth $4.5M as of Q1 2025.
iShares Russell Mid-Cap Growth ETF was a new BluePointe Capital Management position in Q1 2025.
iShares Russell Mid-Cap Growth ETF made up 1.71% of BluePointe Capital Management's portfolio in Q1 2025, its #16 holding.
1,089 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.