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 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 $1.66T 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

Viewpoint Capital Management's IWP Position: Q1 2026 in Review

Viewpoint Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 6,000 shares worth $769K. The position accounts for 0.36% of the portfolio, ranked #57.

Viewpoint Capital Management first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $854K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Viewpoint Capital Management held 6,000 shares of iShares Russell Mid-Cap Growth ETF worth $769K as of Q1 2026.
Viewpoint Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.36% of Viewpoint Capital Management's portfolio in Q1 2026, its #57 holding.
Viewpoint Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $854K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.