Pinnacle Bancorp’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.1M | Sell |
15,270
-236
| -2% | -$31.2K | 0.55% | 38 |
|
|
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
Pinnacle Bancorp's IVW Position: Q2 2026 in Review
Pinnacle Bancorp reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, selling an estimated $31.2K and leaving 15,270 shares worth $2.1M. The position accounts for 0.55% of the portfolio, ranked #38.
Pinnacle Bancorp first reported a position in IVW in Q1 2017 and has held it in 32 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Pinnacle Bancorp held 15,270 shares of iShares S&P 500 Growth ETF worth $2.1M as of Q2 2026.
- Pinnacle Bancorp sold 236 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $31.2K.
- iShares S&P 500 Growth ETF made up 0.55% of Pinnacle Bancorp's portfolio in Q2 2026, its #38 holding.
- Pinnacle Bancorp first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 32 quarters since.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.