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 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	$4.25K	Buy	+56	New	+$4.07K	﹤0.01%	813

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Bancorp's IMCV Position: Q2 2026 in Review

Pinnacle Bancorp increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 42% in Q2 2026, buying an estimated $2.14K and bringing the position to 81 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Pinnacle Bancorp first reported a position in IMCV in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Pinnacle Bancorp held 81 shares of iShares Morningstar Mid-Cap Value ETF worth $7.4K as of Q2 2026.
Pinnacle Bancorp bought 24 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.14K.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #786 holding.
Pinnacle Bancorp first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.