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

BluePointe Capital Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.52M Buy
10,036
+1,384
+16% +$224K 0.58% 47
2024
Q4 		$1.42M Sell
8,652
-364
-4% -$62.1K 0.81% 37
2024
Q3 		$1.5M Buy
9,016
+152
+2% +$24.7K 0.97% 32
2024
Q2 		$1.35M Sell
8,864
-496
-5% -$75.9K 0.91% 33
2024
Q1 		$1.49M Buy
9,360
+774
+9% +$117K 1.02% 31
2023
Q4 		$1.33M Buy
+8,586
New +$1.19M 1.01% 34

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return