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

BluePointe Capital Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$577K	Buy	+2,260	New	+$638K	0.22%	70

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BluePointe Capital Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2025: 2,260 shares worth $577K. The stake represents 0.22% of the portfolio and ranks #70 among its holdings.

959 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

BluePointe Capital Management held 2,260 shares of iShares Russell 2000 Growth ETF worth $577K as of Q1 2025.
iShares Russell 2000 Growth ETF was a new BluePointe Capital Management position in Q1 2025.
iShares Russell 2000 Growth ETF made up 0.22% of BluePointe Capital Management's portfolio in Q1 2025, its #70 holding.
959 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

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