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 Q3	$826K	Buy	+6,000	New	+$842K	0.39%	53
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	$760K	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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Viewpoint Capital Management's IWP Position: Q3 2026 in Review

Viewpoint Capital Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 6,000 shares worth $826K. The stake represents 0.39% of the portfolio and ranks #53 among its holdings. This is a return to the name: Viewpoint Capital Management previously reported a position in IWP as recently as Q1 2026.

Viewpoint Capital Management first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $854K in Q3 2025. 423 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Viewpoint Capital Management held 6,000 shares of iShares Russell Mid-Cap Growth ETF worth $826K as of Q3 2026.
iShares Russell Mid-Cap Growth ETF was a new Viewpoint Capital Management position in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.39% of Viewpoint Capital Management's portfolio in Q3 2026, its #53 holding.
Viewpoint Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $854K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.