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Pinnacle Bancorp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pinnacle Bancorp’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Sell
15,506
-300
-2% -$36.1K 0.52% 41
2025
Q4 		$1.95M Buy
15,806
+37
+0.2% +$4.53K 0.57% 37
2025
Q3 		$1.9M Hold
15,769
– – 0.56% 37
2025
Q2 		$1.74M Sell
15,769
-350
-2% -$34.6K 0.54% 38
2025
Q1 		$1.5M Sell
16,119
-72
-0.4% -$7.26K 0.49% 43
2024
Q4 		$1.64M Sell
16,191
-161
-1% -$16.1K 0.53% 40
2024
Q3 		$1.57M Buy
16,352
+7,312
+81% +$675K 0.42% 41
2024
Q2 		$837K Hold
9,040
– – 0.25% 59
2024
Q1 		$763K Sell
9,040
-466
-5% -$37.4K 0.23% 71
2023
Q4 		$714K Hold
9,506
– – 0.23% 69
2023
Q3 		$650K Hold
9,506
– – 0.23% 69
2023
Q2 		$670K Sell
9,506
-39
-0.4% -$2.58K 0.23% 68
2023
Q1 		$610K Sell
9,545
-66
-0.7% -$4.03K 0.22% 72
2022
Q4 		$562K Buy
9,611
+500
+5% +$30K 0.22% 75
2022
Q3 		$527K Hold
9,111
– – 0.23% 72
2022
Q2 		$550K Sell
9,111
-325
-3% -$21.5K 0.23% 65
2022
Q1 		$721K Sell
9,436
-511
-5% -$38.4K 0.25% 60
2021
Q4 		$832K Buy
9,947
+1,627
+20% +$131K 0.29% 58
2021
Q3 		$615K Hold
8,320
– – 0.25% 76
2021
Q2 		$605K Hold
8,320
– – 0.28% 71
2021
Q1 		$542K Sell
8,320
-76
-0.9% -$4.91K 0.26% 75
2020
Q4 		$536K Hold
8,396
– – 0.33% 66
2020
Q3 		$485K Sell
8,396
-1,132
-12% -$64.1K 0.34% 65
2020
Q2 		$494K Sell
9,528
-180
-2% -$8.63K 0.37% 59
2020
Q1 		$401K Sell
9,708
-136
-1% -$6.43K 0.34% 65
2019
Q4 		$477K Buy
9,844
+5,412
+122% +$251K 0.33% 61
2019
Q3 		$199K Sell
4,432
-252
-5% -$11.4K 0.11% 132
2019
Q2 		$210K Hold
4,684
– – 0.12% 129
2019
Q1 		$202K Buy
4,684
+1,228
+36% +$50.3K 0.12% 130
2018
Q4 		$130K Buy
+3,456
New +$140K 0.08% 169
2017
Q1 		$118K Buy
+3,576
New +$115K 0.08% 172

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pinnacle Bancorp's IVW Position: Q1 2026 in Review

Pinnacle Bancorp reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q1 2026, selling an estimated $36.1K and leaving 15,506 shares worth $1.75M. The position accounts for 0.52% of the portfolio, ranked #41.

Pinnacle Bancorp first reported a position in IVW in Q1 2017 and has held it in 31 quarters since. The position peaked at $1.95M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Pinnacle Bancorp held 15,506 shares of iShares S&P 500 Growth ETF worth $1.75M as of Q1 2026.
  • Pinnacle Bancorp sold 300 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $36.1K.
  • iShares S&P 500 Growth ETF made up 0.52% of Pinnacle Bancorp's portfolio in Q1 2026, its #41 holding.
  • Pinnacle Bancorp first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's iShares S&P 500 Growth ETF position peaked at $1.95M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.