Pinnacle Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,936	Closed	-$473K	–	159
2019 Q4	$473K	Buy	+7,936	New	+$456K	0.03%	121
2017 Q2	–	Sell	-5,656	Closed	-$265K	–	188
2017 Q1	$265K	Buy	+5,656	New	+$262K	0.02%	168

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pinnacle Advisory Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 7,936 shares — an estimated $473K sold.

Pinnacle Advisory Group first reported a position in IWR in Q1 2017 and held it in 2 quarters. The position peaked at $473K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Pinnacle Advisory Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Advisory Group sold 7,936 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $473K.
Pinnacle Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and held it in 2 quarters.
Pinnacle Advisory Group's iShares Russell Mid-Cap ETF position peaked at $473K in Q4 2019.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

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