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BluePointe Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

BluePointe Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$267K Buy
+870
New +$281K 0.1% 106
2024
Q1 		– Sell
-1,392
Closed -$365K – 90
2023
Q4 		$365K Buy
+1,392
New +$341K 0.28% 68

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BluePointe Capital Management opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2025: 870 shares worth $267K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings. This is a return to the name: BluePointe Capital Management previously reported a position in IWB as recently as Q4 2023.

BluePointe Capital Management first reported a position in IWB in Q4 2023 and has held it in 2 quarters since. The position peaked at $365K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • BluePointe Capital Management held 870 shares of iShares Russell 1000 ETF worth $267K as of Q1 2025.
  • iShares Russell 1000 ETF was a new BluePointe Capital Management position in Q1 2025.
  • iShares Russell 1000 ETF made up 0.1% of BluePointe Capital Management's portfolio in Q1 2025, its #106 holding.
  • BluePointe Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 2 quarters since.
  • BluePointe Capital Management's iShares Russell 1000 ETF position peaked at $365K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

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