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ISHARES TR MSCI Small Cap msci small cap shares owned by Pointe Capital Management

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Pointe Capital Management from 13F filings

Historical chart of Pointe Capital Management investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Pointe Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Pointe Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 40k 63.33
2023-12-31 $2.4M 39k 61.90
2023-09-30 $207k 3.7k 56.47
2023-03-31 $172k 2.9k 59.51
2020-03-31 $5.0M 11k 440.59
2019-12-31 $777k 13k 62.26
2019-09-30 $652k 11k 57.22
2019-06-30 $672k 12k 57.43
2019-03-31 $635k 11k 57.48
2018-12-31 $483k 9.3k 51.79

More positions owned by Pointe Capital Management

Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Microsoft Stock (MSFT)
Spdr Gold Etf Etf (GLD)
Ishares Russell 1000 Value Etf Etf (IWD)
Apple Stock (AAPL)
Jpmorgan Chase & Co Stock (JPM)
Costco Wholesale Corp Stock (COST)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Calamos Strategic Total Return Cef (CSQ)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)

View all positions for Pointe Capital Management

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
Cassaday & Co Wealth Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap