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BluePointe Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

BluePointe Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.86M Sell
9,333
-1,641
-15% -$356K 0.71% 41
2024
Q4 		$2.42M Sell
10,974
-101
-0.9% -$23K 1.39% 23
2024
Q3 		$2.45M Buy
11,075
+149
+1% +$31.9K 1.58% 18
2024
Q2 		$2.22M Buy
10,926
+153
+1% +$30.9K 1.49% 23
2024
Q1 		$2.27M Buy
10,773
+264
+3% +$52.7K 1.56% 21
2023
Q4 		$2.11M Buy
+10,509
New +$1.88M 1.6% 17

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return