Pinnacle Bancorp
IMCV icon

Pinnacle Bancorp’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Pinnacle Bancorp’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.43K Hold
81
– – ﹤0.01% 778
2026
Q2 		$7.4K Buy
81
+24
+42% +$2.14K ﹤0.01% 786
2026
Q1 		$4.83K Hold
57
– – ﹤0.01% 812
2025
Q4 		$4.69K Sell
57
-11
-16% -$889 ﹤0.01% 790
2025
Q3 		$5.46K Buy
68
+12
+21% +$943 ﹤0.01% 804
2025
Q2 		$4.26K Buy
+56
New +$4.07K ﹤0.01% 813

Other funds holding IMCV

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Pinnacle Bancorp's IMCV Position: Q3 2026 in Review

Pinnacle Bancorp held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q3 2026 at 81 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Pinnacle Bancorp first reported a position in IMCV in Q2 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • Pinnacle Bancorp held 81 shares of iShares Morningstar Mid-Cap Value ETF worth $7.43K as of Q3 2026.
  • Pinnacle Bancorp left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #778 holding.
  • Pinnacle Bancorp first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.