Pointe Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $78.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $461K | Buy |
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