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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$403K	Buy	6,632 +1,464	+28%	+$89.1K	0.02%	185
2020 Q4	$311K	Sell	5,168 -536	-9%	-$30.5K	0.02%	160
2020 Q3	$309K	Hold	5,704	–	–	0.02%	140
2020 Q2	$274K	Sell	5,704 -956	-14%	-$42.1K	0.02%	147
2020 Q1	$251K	Buy	6,660 +960	+17%	+$41.4K	0.02%	139
2019 Q4	$251K	Buy	+5,700	New	+$238K	0.02%	154
2018 Q4	–	Sell	-6,000	Closed	-$234K	–	159
2018 Q3	$234K	Buy	+6,000	New	+$227K	0.02%	146
2018 Q2	–	Sell	-6,000	Closed	-$204K	–	167
2018 Q1	$204K	Sell	6,000 -49,508	-89%	-$1.74M	0.01%	182
2017 Q4	$1.87M	Buy	55,508 +2,012	+4%	+$65.9K	0.11%	49
2017 Q3	$1.67M	Buy	53,496 +28	+0.1%	+$857	0.1%	51
2017 Q2	$1.59M	Buy	53,468 +3,060	+6%	+$89.8K	0.1%	52
2017 Q1	$1.43M	Buy	50,408 +144	+0.3%	+$3.99K	0.09%	56
2016 Q4	$1.32M	Buy	50,264 +64	+0.1%	+$1.66K	0.09%	57
2016 Q3	$1.29M	Buy	+50,200	New	+$1.31M	0.11%	37

Other funds holding IWF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

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

Pinnacle Advisory Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 28% in Q1 2021, buying an estimated $89.1K and bringing the position to 6,632 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #185.

Pinnacle Advisory Group first reported a position in IWF in Q3 2016 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2017. 1,473 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

Pinnacle Advisory Group held 6,632 shares of iShares Russell 1000 Growth ETF worth $403K as of Q1 2021.
Pinnacle Advisory Group bought 1,464 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $89.1K.
iShares Russell 1000 Growth ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #185 holding.
Pinnacle Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 14 quarters since.
Pinnacle Advisory Group's iShares Russell 1000 Growth ETF position peaked at $1.87M in Q4 2017.
1,473 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

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