Pinnacle Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,454	Closed	-$572K	–	158
2019 Q4	$572K	Buy	+3,454	New	+$546K	0.04%	112
2018 Q4	–	Sell	-3,117	Closed	-$525K	–	160
2018 Q3	$525K	Buy	3,117 +1,814	+139%	+$306K	0.04%	111
2018 Q2	$213K	Buy	+1,303	New	+$208K	0.01%	133
2017 Q1	–	Sell	-1,890	Closed	-$255K	–	199
2016 Q4	$255K	Buy	+1,890	New	+$242K	0.02%	164
2015 Q2	–	Sell	-11,879	Closed	-$1.48M	–	124
2015 Q1	$1.48M	Sell	11,879 -301	-2%	-$36.3K	0.13%	43
2014 Q4	$1.46M	Buy	12,180 +230	+2%	+$26.3K	0.13%	46
2014 Q3	$1.31M	Hold	11,950	–	–	0.17%	33
2014 Q2	$1.42M	Sell	11,950 -174	-1%	-$19.8K	0.17%	33
2014 Q1	$1.41M	Sell	12,124 -290,186	-96%	-$33.5M	0.14%	36
2013 Q4	$34.9M	Buy	302,310 +290,485	+2,457%	+$32.1M	4.13%	9
2013 Q3	$1.26M	Buy	11,825 +300	+3%	+$31K	0.15%	38
2013 Q2	$956K	Buy	+11,525	New	+$1.1M	0.13%	32

Other funds holding IWM

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Pinnacle Advisory Group's IWM Position: Q1 2020 in Review

Pinnacle Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 3,454 shares — an estimated $572K sold.

Pinnacle Advisory Group first reported a position in IWM in Q2 2013 and held it in 12 quarters. The position peaked at $34.9M in Q4 2013. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Pinnacle Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Advisory Group sold 3,454 iShares Russell 2000 ETF shares in Q1 2020, an estimated $572K.
Pinnacle Advisory Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 12 quarters.
Pinnacle Advisory Group's iShares Russell 2000 ETF position peaked at $34.9M in Q4 2013.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Pinnacle Advisory Group's 13F filing for Q1 2020, filed 14 May 2020.