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Pinnacle Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Pinnacle Associates’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586K Hold
1,432
– – 0.01% 652
2026
Q1 		$511K Hold
1,432
– – 0.01% 657
2025
Q4 		$535K Sell
1,432
-415
-22% -$154K 0.01% 640
2025
Q3 		$675K Hold
1,847
– – 0.01% 582
2025
Q2 		$627K Hold
1,847
– – 0.01% 587
2025
Q1 		$567K Hold
1,847
– – 0.01% 587
2024
Q4 		$595K Buy
1,847
+227
+14% +$73.5K 0.01% 570
2024
Q3 		$425K Sell
1,620
-99
-6% -$30K 0.01% 602
2024
Q2 		$511K Buy
1,719
+99
+6% +$28.4K 0.01% 580
2024
Q1 		$467K Hold
1,620
– – 0.01% 598
2023
Q4 		$425K Buy
1,620
+30
+2% +$7.34K 0.01% 610
2023
Q3 		$374K Buy
1,590
+300
+23% +$73.4K 0.01% 614
2023
Q2 		$314K Hold
1,290
– – 0.01% 665
2023
Q1 		$291K Hold
1,290
– – 0.01% 630
2022
Q4 		$272K Hold
1,290
– – 0.01% 635
2022
Q3 		$255K Hold
1,290
– – 0.01% 639
2022
Q2 		$268K Hold
1,290
– – 0.01% 636
2022
Q1 		$323K Sell
1,290
-340
-21% -$83.9K 0.01% 648
2021
Q4 		$431K Sell
1,630
-100
-6% -$25.7K 0.01% 588
2021
Q3 		$418K Sell
1,730
-130
-7% -$32.3K 0.01% 576
2021
Q2 		$450K Hold
1,860
– – 0.01% 564
2021
Q1 		$416K Hold
1,860
– – 0.01% 562
2020
Q4 		$394K Buy
1,860
+480
+35% +$95.8K 0.01% 550
2020
Q3 		$258K Buy
+1,380
New +$255K 0.01% 594
2020
Q1 		– Sell
-1,455
Closed -$260K – 692
2019
Q4 		$260K Hold
1,455
– – 0.01% 630
2019
Q3 		$239K Sell
1,455
-55
-4% -$9.03K 0.01% 638
2019
Q2 		$246K Sell
1,510
-1
-0.1% -$160 0.01% 631
2019
Q1 		$238K Sell
1,511
-199
-12% -$30.1K 0.01% 639
2018
Q4 		$237K Buy
+1,710
New +$256K 0.01% 616

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Associates's IWB Position: Q2 2026 in Review

Pinnacle Associates held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,432 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #652.

Pinnacle Associates first reported a position in IWB in Q4 2018 and has held it in 29 quarters since. The position peaked at $675K in Q3 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Pinnacle Associates held 1,432 shares of iShares Russell 1000 ETF worth $586K as of Q2 2026.
  • Pinnacle Associates left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #652 holding.
  • Pinnacle Associates first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 29 quarters since.
  • Pinnacle Associates's iShares Russell 1000 ETF position peaked at $675K in Q3 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.