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

Viewpoint 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
2026 Q2	–	Sell	-6,000	Closed	-$769K	–	126
2026 Q1	$769K	Hold	6,000	–	–	0.36%	57
2025 Q4	$822K	Hold	6,000	–	–	0.36%	57
2025 Q3	$854K	Hold	6,000	–	–	0.38%	56
2025 Q2	$832K	Hold	6,000	–	–	0.41%	53
2025 Q1	$705K	Hold	6,000	–	–	0.38%	55
2024 Q4	$761K	Hold	6,000	–	–	0.4%	51
2024 Q3	$703K	Hold	6,000	–	–	0.39%	51
2024 Q2	$662K	Hold	6,000	–	–	0.41%	51
2024 Q1	$685K	Hold	6,000	–	–	0.44%	50
2023 Q4	$627K	Hold	6,000	–	–	0.44%	49
2023 Q3	$548K	Hold	6,000	–	–	0.44%	50
2023 Q2	$580K	Hold	6,000	–	–	0.45%	47
2023 Q1	$546K	Hold	6,000	–	–	0.49%	49
2022 Q4	$502K	Hold	6,000	–	–	0.48%	51
2022 Q3	$471K	Hold	6,000	–	–	0.47%	50
2022 Q2	$475K	Hold	6,000	–	–	0.45%	51
2022 Q1	$603K	Hold	6,000	–	–	0.46%	47
2021 Q4	$691K	Buy	+6,000	New	+$700K	0.5%	47

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Viewpoint Capital Management's IWP Position: Q2 2026 in Review

Viewpoint Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 6,000 shares — an estimated $769K sold.

Viewpoint Capital Management first reported a position in IWP in Q4 2021 and held it in 18 quarters. The position peaked at $854K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Viewpoint Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 6,000 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $769K.
Viewpoint Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 18 quarters.
Viewpoint Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $854K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.