Pointe Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.3M	Buy	22,524 +1,232	+6%	+$170K	1.48%	13
2026 Q1	$2.73M	Buy	21,292 +1,258	+6%	+$170K	1.35%	17
2025 Q4	$2.74M	Buy	20,034 +1,496	+8%	+$209K	1.36%	16
2025 Q3	$2.64M	Buy	18,538 +2,146	+13%	+$303K	1.29%	15
2025 Q2	$2.27M	Buy	16,392 +1,472	+10%	+$186K	1.18%	19
2025 Q1	$1.75M	Buy	14,920 +747	+5%	+$96K	1.03%	20
2024 Q4	$1.8M	Buy	14,173 +108	+0.8%	+$13.7K	1.03%	21
2024 Q3	$1.65M	Buy	14,065 +2,128	+18%	+$238K	0.96%	20
2024 Q2	$1.32M	Sell	11,937 -452	-4%	-$49.7K	0.82%	25
2024 Q1	$1.41M	Buy	12,389 +3,314	+37%	+$359K	0.87%	25
2023 Q4	$948K	Buy	9,075 +4,830	+114%	+$458K	0.66%	34
2023 Q3	$388K	Buy	4,245 +158	+4%	+$15.1K	0.29%	86
2023 Q2	$395K	Buy	4,087 +153	+4%	+$13.9K	0.3%	93
2023 Q1	$358K	Buy	+3,934	New	+$351K	0.26%	97
2017 Q1	–	Sell	-58,902	Closed	-$2.87M	–	187
2016 Q4	$2.87M	Buy	+58,902	New	+$2.84M	1.64%	18

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Pointe Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.8% in Q2 2026, buying an estimated $170K and bringing the position to 22,524 shares worth $3.3M. The position accounts for 1.48% of the portfolio, ranked #13.

Pointe Capital Management first reported a position in IWP in Q4 2016 and has held it in 15 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pointe Capital Management held 22,524 shares of iShares Russell Mid-Cap Growth ETF worth $3.3M as of Q2 2026.
Pointe Capital Management bought 1,232 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $170K.
iShares Russell Mid-Cap Growth ETF made up 1.48% of Pointe Capital Management's portfolio in Q2 2026, its #13 holding.
Pointe Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 15 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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