Pointe Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Buy |
3,992
+549
| +16% | +$157K | 0.59% | 41 |
|
2025
Q1 | $880K | Buy |
3,443
+120
| +4% | +$30.7K | 0.51% | 50 |
|
2024
Q4 | $956K | Buy |
3,323
+99
| +3% | +$28.5K | 0.55% | 45 |
|
2024
Q3 | $916K | Buy |
3,224
+1,386
| +75% | +$394K | 0.53% | 48 |
|
2024
Q2 | $483K | Sell |
1,838
-61
| -3% | -$16K | 0.3% | 86 |
|
2024
Q1 | $514K | Buy |
1,899
+1,034
| +120% | +$280K | 0.31% | 83 |
|
2023
Q4 | $218K | Buy |
+865
| New | +$218K | 0.15% | 138 |
|
2023
Q2 | – | Sell |
-531
| Closed | -$120K | – | 274 |
|
2023
Q1 | $120K | Buy |
+531
| New | +$120K | 0.09% | 175 |
|
2017
Q1 | – | Sell |
-8,247
| Closed | -$1.27M | – | 186 |
|
2016
Q4 | $1.27M | Buy |
+8,247
| New | +$1.27M | 0.72% | 36 |
|