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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,564	Closed	-$574K	–	198
2017 Q4	$574K	Buy	4,564 +37	+0.8%	+$4.63K	0.03%	123
2017 Q3	$562K	Buy	4,527 +2	+0%	+$236	0.03%	113
2017 Q2	$538K	Sell	4,525 -218	-5%	-$25.6K	0.03%	109
2017 Q1	$560K	Sell	4,743 -134	-3%	-$15.9K	0.04%	106
2016 Q4	$580K	Buy	4,877 +128	+3%	+$14.1K	0.04%	98
2016 Q3	$490K	Buy	+4,749	New	+$487K	0.04%	69

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Pinnacle Advisory Group's IWN Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2018, closing a stake of 4,564 shares — an estimated $574K sold.

Pinnacle Advisory Group first reported a position in IWN in Q3 2016 and held it in 6 quarters. The position peaked at $580K in Q4 2016. 599 funds tracked by Wall St. Rank hold IWN as of Q1 2018.

Pinnacle Advisory Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 4,564 iShares Russell 2000 Value ETF shares in Q1 2018, an estimated $574K.
Pinnacle Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and held it in 6 quarters.
Pinnacle Advisory Group's iShares Russell 2000 Value ETF position peaked at $580K in Q4 2016.
599 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.