Ownership history in Pointe Capital Management LLC Β· 38 quarters on record
This page tracks every 13F SEC filing in which Pointe Capital Management LLC reported a position in ISHARES RUSSELL 2000 VALUE ETF (IWN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Pointe Capital Management LLC underperformed the S&P 500 by β4.9% annually on this IWN position. Timing score: 50% (17/34 decisions correct). Average cost basis: $115.71. Maximum drawdown during holding period: β36.4%.
β οΈ Trailed SPY by 4.9% ann. on this position.
37 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 34 add/trim decisions correct
Best entry: $87.49 (2016 Q3) Β· Worst: $180.71 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
24 adds Β· 11 trims. Bought during 7 of 14 down-price quarters. π More buys than sells across the holding period.
π Pointe Capital Management LLC has been actively increasing its IWN allocation β a bullish signal from insiders.
Currently 0.99% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size