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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Pointe Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.01% in Q1 2026, selling an estimated $258 and leaving 8,418 shares worth $2.09M. The position accounts for 1.03% of the portfolio, ranked #22.

Pointe Capital Management first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Pointe Capital Management held 8,418 shares of iShares Russell 2000 ETF worth $2.09M as of Q1 2026.
  • Pointe Capital Management sold 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
  • iShares Russell 2000 ETF made up 1.03% of Pointe Capital Management's portfolio in Q1 2026, its #22 holding.
  • Pointe Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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