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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Hold	2,087	–	–	0.1%	152
2025 Q4	$201K	Hold	2,087	–	–	0.1%	152
2025 Q3	$202K	Buy	+2,087	New	+$198K	0.1%	153
2023 Q2	–	Sell	-1,120	Closed	-$78.3K	–	275
2023 Q1	$78.3K	Buy	+1,120	New	+$79.1K	0.06%	202
2022 Q2	–	Sell	-2,980	Closed	-$233K	–	150
2022 Q1	$233K	Hold	2,980	–	–	0.15%	138
2021 Q4	$247K	Hold	2,980	–	–	0.15%	132
2021 Q3	$233K	Hold	2,980	–	–	0.16%	130
2021 Q2	$236K	Hold	2,980	–	–	0.17%	130
2021 Q1	$220K	Hold	2,980	–	–	0.16%	130
2020 Q4	$204K	Buy	+2,980	New	+$190K	0.17%	128
2017 Q1	–	Sell	-10,300	Closed	-$461K	–	188
2016 Q4	$461K	Buy	+10,300	New	+$450K	0.26%	79

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pointe Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,087 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #152.

Pointe Capital Management first reported a position in IWR in Q4 2016 and has held it in 11 quarters since. The position peaked at $461K in Q4 2016. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Pointe Capital Management held 2,087 shares of iShares Russell Mid-Cap ETF worth $203K as of Q1 2026.
Pointe Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Pointe Capital Management's portfolio in Q1 2026, its #152 holding.
Pointe Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 11 quarters since.
Pointe Capital Management's iShares Russell Mid-Cap ETF position peaked at $461K in Q4 2016.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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