Pointe Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$474K	Hold	1,329	–	–	0.23%	92
2025 Q4	$496K	Sell	1,329 -46	-3%	-$17K	0.25%	87
2025 Q3	$503K	Hold	1,375	–	–	0.25%	91
2025 Q2	$467K	Hold	1,375	–	–	0.24%	95
2025 Q1	$422K	Hold	1,375	–	–	0.25%	101
2024 Q4	$443K	Sell	1,375 -55	-4%	-$17.8K	0.25%	97
2024 Q3	$450K	Buy	1,430 +133	+10%	+$40.3K	0.26%	99
2024 Q2	$386K	Hold	1,297	–	–	0.24%	105
2024 Q1	$374K	Hold	1,297	–	–	0.23%	106
2023 Q4	$340K	Sell	1,297 -180	-12%	-$44.1K	0.24%	105
2023 Q3	$347K	Buy	1,477 +40	+3%	+$9.79K	0.26%	96
2023 Q2	$350K	Buy	1,437 +507	+55%	+$117K	0.26%	100
2023 Q1	$209K	Buy	+930	New	+$205K	0.15%	140
2022 Q2	–	Sell	-930	Closed	-$233K	–	148
2022 Q1	$233K	Hold	930	–	–	0.15%	137
2021 Q4	$246K	Hold	930	–	–	0.15%	133
2021 Q3	$225K	Hold	930	–	–	0.16%	134
2021 Q2	$225K	Hold	930	–	–	0.16%	132
2021 Q1	$208K	Buy	+930	New	+$204K	0.15%	133
2017 Q1	–	Sell	-8,928	Closed	-$1.11M	–	185
2016 Q4	$1.11M	Buy	+8,928	New	+$1.09M	0.63%	38

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pointe Capital Management's IWB Position: Q1 2026 in Review

Pointe Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,329 shares worth $474K. The position accounts for 0.23% of the portfolio, ranked #92.

Pointe Capital Management first reported a position in IWB in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2016. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Pointe Capital Management held 1,329 shares of iShares Russell 1000 ETF worth $474K as of Q1 2026.
Pointe Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.23% of Pointe Capital Management's portfolio in Q1 2026, its #92 holding.
Pointe Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 19 quarters since.
Pointe Capital Management's iShares Russell 1000 ETF position peaked at $1.11M in Q4 2016.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.