PCM
IWF icon

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

Pointe Capital Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7M Buy
156,684
+2,108
+1% +$239K 8.27% 1
2025
Q4 		$18.3M Buy
154,576
+4,624
+3% +$548K 9.07% 1
2025
Q3 		$17.6M Buy
149,952
+7,076
+5% +$788K 8.58% 1
2025
Q2 		$15.2M Buy
142,876
+5,216
+4% +$499K 7.87% 1
2025
Q1 		$12.4M Buy
137,660
+6,880
+5% +$679K 7.27% 2
2024
Q4 		$13.1M Buy
130,780
+2,356
+2% +$232K 7.54% 1
2024
Q3 		$12.1M Buy
128,424
+3,356
+3% +$304K 7.03% 1
2024
Q2 		$11.4M Sell
125,068
-2,668
-2% -$228K 7.07% 1
2024
Q1 		$10.8M Buy
127,736
+11,296
+10% +$910K 6.58% 2
2023
Q4 		$8.83M Buy
116,440
+4,536
+4% +$321K 6.13% 3
2023
Q3 		$7.44M Buy
111,904
+4,116
+4% +$284K 5.5% 4
2023
Q2 		$7.42M Buy
107,788
+7,824
+8% +$498K 5.6% 3
2023
Q1 		$6.11M Sell
99,964
-1,600
-2% -$92.2K 4.39% 3
2022
Q4 		$5.44M Buy
101,564
+6,460
+7% +$355K 4.18% 4
2022
Q3 		$5M Buy
95,104
+3,580
+4% +$211K 4% 6
2022
Q2 		$5M Buy
91,524
+5,036
+6% +$302K 3.73% 5
2022
Q1 		$6M Buy
86,488
+908
+1% +$62K 3.84% 6
2021
Q4 		$6.54M Buy
85,580
+2,124
+3% +$157K 3.98% 4
2021
Q3 		$5.72M Buy
83,456
+1,664
+2% +$118K 3.97% 5
2021
Q2 		$5.55M Buy
81,792
+11,828
+17% +$763K 3.9% 4
2021
Q1 		$4.25M Buy
69,964
+4,804
+7% +$292K 3.01% 8
2020
Q4 		$3.93M Sell
65,160
-772
-1% -$43.9K 3.35% 6
2020
Q3 		$3.58M Sell
65,932
-632
-0.9% -$33.3K 3.13% 7
2020
Q2 		$3.19M Sell
66,564
-2,116
-3% -$93.3K 2.87% 8
2020
Q1 		$2.59M Buy
68,680
+16,668
+32% +$718K 2.52% 10
2019
Q4 		$2.29M Buy
52,012
+6,096
+13% +$255K 1.92% 13
2019
Q3 		$1.83M Buy
45,916
+2,352
+5% +$94.3K 1.55% 16
2019
Q2 		$1.71M Buy
43,564
+6,296
+17% +$244K 1.41% 20
2019
Q1 		$1.41M Buy
37,268
+9,044
+32% +$325K 1.19% 21
2018
Q4 		$924K Buy
28,224
+20,300
+256% +$716K 0.9% 30
2018
Q3 		$309K Hold
7,924
– – 0.24% 118
2018
Q2 		$285K Buy
7,924
+1,600
+25% +$56.5K 0.24% 116
2018
Q1 		$215K Hold
6,324
– – 0.19% 138
2017
Q4 		$213K Sell
6,324
-720
-10% -$23.6K 0.17% 141
2017
Q3 		$220K Hold
7,044
– – 0.16% 144
2017
Q2 		$210K Hold
7,044
– – 0.15% 154
2017
Q1 		$200K Sell
7,044
-114,616
-94% -$3.18M 0.15% 141
2016
Q4 		$3.19M Buy
+121,660
New +$3.16M 1.82% 14

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pointe Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q1 2026, buying an estimated $239K and bringing the position to 156,684 shares worth $16.7M. The position accounts for 8.27% of the portfolio, ranked #1.

Pointe Capital Management first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.3M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Pointe Capital Management held 156,684 shares of iShares Russell 1000 Growth ETF worth $16.7M as of Q1 2026.
  • Pointe Capital Management bought 2,108 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $239K.
  • iShares Russell 1000 Growth ETF made up 8.27% of Pointe Capital Management's portfolio in Q1 2026, its #1 holding.
  • Pointe Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Pointe Capital Management's iShares Russell 1000 Growth ETF position peaked at $18.3M in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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