Pointe Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Hold |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $208K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.11M | Buy |
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