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