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iShares S&P 500 Growth Index shares owned by Pointe Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Pointe Capital Management from 13F filings

Historical chart of Pointe Capital Management investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index 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 S&P 500 Growth Index by Pointe Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 1.7k 123.26
2023-03-31 $59k 928 63.89
2016-12-31 $2.5M 21k 121.79

More positions owned by Pointe Capital Management

Ishares Russell 1000 Growth SHS (IWF)
Vanguard High Dividend Yield Index SHS (VYM)
Vanguard Short-term Corporate Bond SHS (VCSH)
Ishares 1-3 Yr Treasury Bond SHS (SHY)
Ishares Core Msci Emerging Markets SHS (IEMG)
Berkshire Hathaway (BRK.B)
Ishares Russell 1000 Value SHS (IWD)
Apple (AAPL)
Spdr Gold SHS (GLD)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Msci Eafe SHS (EFA)
Raytheon Technologies Corp (RTX)
Costco Wholesale Corporation (COST)

View all positions for Pointe Capital Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
M^T Bank Corporation
Fil
Lido Advisors

View all funds holding iShares S&P 500 Growth Index