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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58M	Buy	5,039 +305	+6%	+$101K	0.78%	29
2025 Q4	$1.53M	Buy	4,734 +164	+4%	+$53.3K	0.76%	28
2025 Q3	$1.46M	Buy	4,570 +578	+14%	+$174K	0.72%	32
2025 Q2	$1.14M	Buy	3,992 +549	+16%	+$145K	0.59%	41
2025 Q1	$880K	Buy	3,443 +120	+4%	+$33.9K	0.51%	50
2024 Q4	$956K	Buy	3,323 +99	+3%	+$29.3K	0.55%	45
2024 Q3	$916K	Buy	3,224 +1,386	+75%	+$380K	0.53%	48
2024 Q2	$483K	Sell	1,838 -61	-3%	-$15.8K	0.3%	86
2024 Q1	$514K	Buy	1,899 +1,034	+120%	+$264K	0.31%	83
2023 Q4	$218K	Buy	+865	New	+$195K	0.15%	138
2023 Q2	–	Sell	-531	Closed	-$120K	–	274
2023 Q1	$120K	Buy	+531	New	+$121K	0.09%	175
2017 Q1	–	Sell	-8,247	Closed	-$1.27M	–	186
2016 Q4	$1.27M	Buy	+8,247	New	+$1.23M	0.72%	36

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Pointe Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.4% in Q1 2026, buying an estimated $101K and bringing the position to 5,039 shares worth $1.58M. The position accounts for 0.78% of the portfolio, ranked #29.

Pointe Capital Management first reported a position in IWO in Q4 2016 and has held it in 12 quarters since. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Pointe Capital Management held 5,039 shares of iShares Russell 2000 Growth ETF worth $1.58M as of Q1 2026.
Pointe Capital Management bought 305 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $101K.
iShares Russell 2000 Growth ETF made up 0.78% of Pointe Capital Management's portfolio in Q1 2026, its #29 holding.
Pointe Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 12 quarters since.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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