Pinnacle Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$303K	Buy	+1,276	New	+$296K	0.01%	200
2018 Q4	–	Sell	-1,259	Closed	-$217K	–	161
2018 Q3	$217K	Buy	1,259 +17	+1%	+$2.88K	0.01%	150
2018 Q2	$202K	Buy	+1,242	New	+$200K	0.01%	138
2017 Q3	–	Sell	-1,399	Closed	-$201K	–	189
2017 Q2	$201K	Buy	+1,399	New	+$199K	0.01%	180

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 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

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

Pinnacle Advisory Group opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2021: 1,276 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in IWV as recently as Q3 2018.

Pinnacle Advisory Group first reported a position in IWV in Q2 2017 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold IWV as of Q1 2021.

Pinnacle Advisory Group held 1,276 shares of iShares Russell 3000 ETF worth $303K as of Q1 2021.
iShares Russell 3000 ETF was a new Pinnacle Advisory Group position in Q1 2021.
iShares Russell 3000 ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #200 holding.
Pinnacle Advisory Group first reported a position in iShares Russell 3000 ETF in Q2 2017 and has held it in 4 quarters since.
580 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2021.

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