Pinnacle Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Pinnacle Advisory Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$340K	Buy	1,519 +10	+0.7%	+$2.19K	0.02%	192
2020 Q4	$320K	Hold	1,509	–	–	0.02%	157
2020 Q3	$282K	Hold	1,509	–	–	0.02%	151
2020 Q2	$259K	Sell	1,509 -75	-5%	-$12.1K	0.02%	153
2020 Q1	$224K	Hold	1,584	–	–	0.02%	145
2019 Q4	$283K	Hold	1,584	–	–	0.02%	142
2019 Q3	$261K	Hold	1,584	–	–	0.02%	146
2019 Q2	$258K	Hold	1,584	–	–	0.02%	151
2019 Q1	$249K	Sell	1,584 -66	-4%	-$9.98K	0.02%	146
2018 Q4	$229K	Hold	1,650	–	–	0.02%	142
2018 Q3	$267K	Hold	1,650	–	–	0.02%	141
2018 Q2	$251K	Hold	1,650	–	–	0.02%	122
2018 Q1	$242K	Hold	1,650	–	–	0.01%	170
2017 Q4	$245K	Hold	1,650	–	–	0.01%	184
2017 Q3	$231K	Hold	1,650	–	–	0.01%	174
2017 Q2	$223K	Sell	1,650 -746	-31%	-$99.6K	0.01%	174
2017 Q1	$314K	Buy	2,396 +746	+45%	+$96.6K	0.02%	152
2016 Q4	$205K	Buy	+1,650	New	+$201K	0.01%	184

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Pinnacle Advisory Group's IWB Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 0.66% in Q1 2021, buying an estimated $2.19K and bringing the position to 1,519 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #192.

Pinnacle Advisory Group first reported a position in IWB in Q4 2016 and has held it in 18 quarters since. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

Pinnacle Advisory Group held 1,519 shares of iShares Russell 1000 ETF worth $340K as of Q1 2021.
Pinnacle Advisory Group bought 10 iShares Russell 1000 ETF shares in Q1 2021, an estimated $2.19K.
iShares Russell 1000 ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #192 holding.
Pinnacle Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 18 quarters since.
920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.