Pointe Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pointe Capital Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-560	Closed	-$40K	–	266
2023 Q1	$40K	Buy	+560	New	+$40K	0.03%	246
2017 Q1	–	Sell	-119,620	Closed	-$5.45M	–	177
2016 Q4	$5.45M	Buy	+119,620	New	+$5.27M	3.11%	6

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Pointe Capital Management's IJK Position: Q2 2023 in Review

Pointe Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 560 shares — an estimated $40K sold.

Pointe Capital Management first reported a position in IJK in Q4 2016 and held it in 2 quarters. The position peaked at $5.45M in Q4 2016. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Pointe Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 560 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $40K.
Pointe Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 2 quarters.
Pointe Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.45M in Q4 2016.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.