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Pinnacle Bancorp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pinnacle Bancorp’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Sell
1,649
-301
-15% -$70.1K 0.1% 167
2026
Q1 		$417K Buy
1,950
+207
+12% +$45.3K 0.12% 147
2025
Q4 		$367K Sell
1,743
-21
-1% -$4.34K 0.11% 154
2025
Q3 		$359K Sell
1,764
-101
-5% -$20.1K 0.11% 159
2025
Q2 		$362K Hold
1,865
– – 0.11% 158
2025
Q1 		$351K Buy
1,865
+7
+0.4% +$1.33K 0.11% 155
2024
Q4 		$344K Hold
1,858
– – 0.11% 153
2024
Q3 		$353K Sell
1,858
-30
-2% -$5.46K 0.09% 148
2024
Q2 		$329K Hold
1,888
– – 0.1% 150
2024
Q1 		$338K Sell
1,888
-119
-6% -$20.1K 0.1% 140
2023
Q4 		$332K Hold
2,007
– – 0.11% 136
2023
Q3 		$305K Buy
2,007
+89
+5% +$14.1K 0.11% 138
2023
Q2 		$303K Buy
1,918
+138
+8% +$21.1K 0.1% 148
2023
Q1 		$271K Buy
1,780
+123
+7% +$19K 0.1% 151
2022
Q4 		$251K Sell
1,657
-25
-1% -$3.74K 0.1% 160
2022
Q3 		$229K Buy
1,682
+59
+4% +$8.87K 0.1% 150
2022
Q2 		$235K Buy
1,623
+53
+3% +$8.29K 0.1% 154
2022
Q1 		$261K Sell
1,570
-1,967
-56% -$323K 0.09% 154
2021
Q4 		$594K Sell
3,537
-340
-9% -$55.7K 0.21% 80
2021
Q3 		$607K Hold
3,877
– – 0.24% 77
2021
Q2 		$615K Hold
3,877
– – 0.28% 70
2021
Q1 		$588K Buy
3,877
+174
+5% +$25.2K 0.28% 66
2020
Q4 		$506K Buy
3,703
+25
+0.7% +$3.21K 0.31% 72
2020
Q3 		$434K Hold
3,678
– – 0.31% 74
2020
Q2 		$414K Sell
3,678
-16
-0.4% -$1.76K 0.31% 74
2020
Q1 		$366K Buy
3,694
+344
+10% +$42.9K 0.31% 70
2019
Q4 		$457K Buy
3,350
+2,040
+156% +$269K 0.32% 69
2019
Q3 		$168K Hold
1,310
– – 0.1% 146
2019
Q2 		$167K Hold
1,310
– – 0.09% 149
2019
Q1 		$162K Buy
1,310
+311
+31% +$37.4K 0.09% 159
2018
Q4 		$111K Buy
+999
New +$120K 0.07% 183
2017
Q1 		$105K Buy
+917
New +$105K 0.07% 186

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Pinnacle Bancorp's IWD Position: Q2 2026 in Review

Pinnacle Bancorp reduced its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q2 2026, selling an estimated $70.1K and leaving 1,649 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #167.

Pinnacle Bancorp first reported a position in IWD in Q1 2017 and has held it in 32 quarters since. The position peaked at $615K in Q2 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Pinnacle Bancorp held 1,649 shares of iShares Russell 1000 Value ETF worth $400K as of Q2 2026.
  • Pinnacle Bancorp sold 301 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $70.1K.
  • iShares Russell 1000 Value ETF made up 0.1% of Pinnacle Bancorp's portfolio in Q2 2026, its #167 holding.
  • Pinnacle Bancorp first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 32 quarters since.
  • Pinnacle Bancorp's iShares Russell 1000 Value ETF position peaked at $615K in Q2 2021.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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