Pinnacle Bancorp’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pinnacle Bancorp’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-212	Closed	-$22.1K	–	829
2023 Q4	$22.1K	Hold	212	–	–	0.01%	514
2023 Q3	$20.1K	Sell	212 -154	-42%	-$15.1K	0.01%	511
2023 Q2	$35.7K	Hold	366	–	–	0.01%	423
2023 Q1	$32.5K	Hold	366	–	–	0.01%	425
2022 Q4	$30K	Buy	+366	New	+$30.6K	0.01%	416

Other funds holding IUSG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Pinnacle Bancorp's IUSG Position: Q1 2024 in Review

Pinnacle Bancorp sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2024, closing a stake of 212 shares — an estimated $22.1K sold.

Pinnacle Bancorp first reported a position in IUSG in Q4 2022 and held it in 5 quarters. The position peaked at $35.7K in Q2 2023. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

Pinnacle Bancorp reported no remaining iShares Core S&P US Growth ETF position as of Q1 2024 after selling out during the quarter.
Pinnacle Bancorp sold 212 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $22.1K.
Pinnacle Bancorp first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 5 quarters.
Pinnacle Bancorp's iShares Core S&P US Growth ETF position peaked at $35.7K in Q2 2023.
641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Pinnacle Bancorp's 13F filing for Q1 2024, filed 16 Apr 2024.