PCM
Pointe Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
16,392
+1,472
| +10% | +$204K | 1.18% | 19 |
|
|
2025
Q1 | $1.75M | Buy |
14,920
+747
| +5% | +$87.8K | 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% | +$250K | 0.96% | 20 |
|
|
2024
Q2 | $1.32M | Sell |
11,937
-452
| -4% | -$49.9K | 0.82% | 25 |
|
|
2024
Q1 | $1.41M | Buy |
12,389
+3,314
| +37% | +$378K | 0.87% | 25 |
|
|
2023
Q4 | $948K | Buy |
9,075
+4,830
| +114% | +$505K | 0.66% | 34 |
|
|
2023
Q3 | $388K | Buy |
4,245
+158
| +4% | +$14.4K | 0.29% | 86 |
|
|
2023
Q2 | $395K | Buy |
4,087
+153
| +4% | +$14.8K | 0.3% | 93 |
|
|
2023
Q1 | $358K | Buy |
+3,934
| New | +$358K | 0.26% | 97 |
|
|
2017
Q1 | – | Sell |
-29,451
| Closed | -$2.87M | – | 187 |
|
|
2016
Q4 | $2.87M | Buy |
+29,451
| New | +$2.87M | 1.64% | 18 |
|