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

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

Pointe Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.8% in Q2 2026, buying an estimated $237K and bringing the position to 16,865 shares worth $2.78M. The position accounts for 1.24% of the portfolio, ranked #19.

Pointe Capital Management first reported a position in IWS in Q4 2016 and has held it in 13 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

• Pointe Capital Management held 16,865 shares of iShares Russell Mid-Cap Value ETF worth $2.78M as of Q2 2026.
• Pointe Capital Management bought 1,503 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $237K.
• iShares Russell Mid-Cap Value ETF made up 1.24% of Pointe Capital Management's portfolio in Q2 2026, its #19 holding.
• Pointe Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 13 quarters since.
• 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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