PCM
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Pointe Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-928
Closed -$59.3K 273
2023
Q1
$59.3K Buy
+928
New +$59.3K 0.04% 221
2017
Q1
Sell
-20,750
Closed -$2.53M 184
2016
Q4
$2.53M Buy
+20,750
New +$2.53M 1.44% 19