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iShares Russell 1000 Value Index shares owned by Pointe Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pointe Capital Management from 13F filings

Historical chart of Pointe Capital Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Pointe Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 19k 189.80
2024-06-30 $2.7M 15k 174.48
2024-03-31 $2.8M 16k 179.11
2023-12-31 $1.7M 10k 165.26
2023-09-30 $1.2M 7.8k 151.82
2023-06-30 $1.1M 6.7k 157.83
2023-03-31 $948k 6.2k 152.25
2022-12-31 $884k 5.8k 151.71
2022-09-30 $746k 5.5k 136.06
2022-06-30 $735k 4.4k 165.99
2022-03-31 $735k 4.4k 165.99
2021-12-31 $775k 4.6k 167.86
2021-09-30 $700k 4.5k 156.56
2021-06-30 $680k 4.3k 158.66
2021-03-31 $653k 4.3k 151.47
2020-12-31 $551k 4.0k 136.79
2020-09-30 $435k 3.7k 118.01
2020-06-30 $419k 3.7k 112.60
2020-03-31 $373k 3.8k 99.31
2019-12-31 $513k 3.8k 136.51
2019-09-30 $524k 4.1k 128.27
2019-06-30 $501k 3.9k 127.16
2019-03-31 $487k 3.9k 123.45
2018-12-31 $454k 4.1k 111.00
2018-09-30 $529k 4.2k 126.71
2018-06-30 $567k 4.7k 121.28
2018-03-31 $537k 4.5k 120.00
2017-12-31 $560k 4.5k 124.44
2017-09-30 $533k 4.5k 118.44
2017-06-30 $522k 4.5k 116.52
2017-03-31 $517k 4.5k 114.89
2016-12-31 $4.9M 44k 112.03
2016-09-30 $458k 4.3k 105.72
2016-06-30 $378k 3.7k 103.31
2015-03-31 $228k 2.2k 102.93

More positions owned by Pointe Capital Management

Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard High Dividend Yield Index Etf Etf (VYM)
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)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Spdr Gold Etf Etf (GLD)
Costco Wholesale Corp Stock (COST)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Calamos Strategic Total Return Cef (CSQ)
Jpmorgan Chase & Co Stock (JPM)
Rtx Corporation Stock (RTX)

View all positions for Pointe Capital Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index