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Pointe Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Pointe Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Sell
8,407
-11
-0.1% -$3.09K 1.13% 21
2026
Q1 		$2.09M Sell
8,418
-1
-0% -$258 1.03% 22
2025
Q4 		$2.07M Buy
8,419
+1,220
+17% +$300K 1.03% 22
2025
Q3 		$1.74M Buy
7,199
+232
+3% +$53.2K 0.85% 28
2025
Q2 		$1.5M Buy
6,967
+260
+4% +$52.3K 0.78% 26
2025
Q1 		$1.34M Buy
6,707
+179
+3% +$38.8K 0.78% 25
2024
Q4 		$1.44M Buy
6,528
+295
+5% +$67.3K 0.83% 24
2024
Q3 		$1.38M Sell
6,233
-99
-2% -$21.2K 0.8% 24
2024
Q2 		$1.28M Sell
6,332
-956
-13% -$193K 0.8% 27
2024
Q1 		$1.53M Buy
7,288
+118
+2% +$23.5K 0.94% 21
2023
Q4 		$1.44M Sell
7,170
-26
-0.4% -$4.66K 1% 20
2023
Q3 		$1.27M Buy
7,196
+92
+1% +$17.3K 0.94% 21
2023
Q2 		$1.33M Buy
7,104
+297
+4% +$53K 1% 21
2023
Q1 		$1.21M Sell
6,807
-17
-0.2% -$3.13K 0.87% 22
2022
Q4 		$1.19M Sell
6,824
-125
-2% -$22.2K 0.91% 21
2022
Q3 		$1.15M Buy
6,949
+54
+0.8% +$9.85K 0.92% 23
2022
Q2 		$1.17M Sell
6,895
-65
-0.9% -$12K 0.87% 23
2022
Q1 		$1.43M Buy
6,960
+404
+6% +$82.4K 0.91% 24
2021
Q4 		$1.46M Buy
6,556
+313
+5% +$70.7K 0.89% 25
2021
Q3 		$1.37M Buy
6,243
+209
+3% +$46.3K 0.95% 23
2021
Q2 		$1.38M Buy
6,034
+546
+10% +$123K 0.97% 25
2021
Q1 		$1.21M Buy
5,488
+458
+9% +$100K 0.86% 24
2020
Q4 		$986K Buy
5,030
+347
+7% +$60.7K 0.84% 29
2020
Q3 		$701K Sell
4,683
-334
-7% -$50.2K 0.61% 41
2020
Q2 		$718K Sell
5,017
-2,070
-29% -$272K 0.65% 40
2020
Q1 		$811K Buy
7,087
+1,082
+18% +$161K 0.79% 30
2019
Q4 		$995K Buy
6,005
+595
+11% +$94K 0.84% 35
2019
Q3 		$819K Buy
5,410
+675
+14% +$103K 0.69% 42
2019
Q2 		$736K Buy
4,735
+531
+13% +$81.9K 0.61% 47
2019
Q1 		$644K Buy
4,204
+671
+19% +$101K 0.54% 54
2018
Q4 		$473K Buy
+3,533
New +$527K 0.46% 66

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pointe Capital Management's IWM Position: Q2 2026 in Review

Pointe Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $3.09K and leaving 8,407 shares worth $2.53M. The position accounts for 1.13% of the portfolio, ranked #21.

Pointe Capital Management first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pointe Capital Management held 8,407 shares of iShares Russell 2000 ETF worth $2.53M as of Q2 2026.
  • Pointe Capital Management sold 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
  • iShares Russell 2000 ETF made up 1.13% of Pointe Capital Management's portfolio in Q2 2026, its #21 holding.
  • Pointe Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.