Pinnacle Bancorp’s iShares Russell Top 200 ETF IWL Stock Holding History

Pinnacle Bancorp’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$99.3K	Hold	537	–	–	0.03%	353
2026 Q1	$86.2K	Hold	537	–	–	0.03%	358
2025 Q4	$91.6K	Hold	537	–	–	0.03%	344
2025 Q3	$89.2K	Hold	537	–	–	0.03%	346
2025 Q2	$82.2K	Sell	537 -15	-3%	-$2.12K	0.03%	350
2025 Q1	$75.8K	Hold	552	–	–	0.02%	352
2024 Q4	$79.9K	Hold	552	–	–	0.03%	344
2024 Q3	$77.5K	Hold	552	–	–	0.02%	336
2024 Q2	$73.9K	Hold	552	–	–	0.02%	333
2024 Q1	$70.2K	Hold	552	–	–	0.02%	344
2023 Q4	$63.5K	Hold	552	–	–	0.02%	348
2023 Q3	$57.1K	Hold	552	–	–	0.02%	347
2023 Q2	$58.9K	Hold	552	–	–	0.02%	343
2023 Q1	$53.7K	Hold	552	–	–	0.02%	346
2022 Q4	$50K	Hold	552	–	–	0.02%	337
2022 Q3	$47K	Hold	552	–	–	0.02%	335
2022 Q2	$50K	Hold	552	–	–	0.02%	331
2022 Q1	$60K	Hold	552	–	–	0.02%	323
2021 Q4	$63K	Hold	552	–	–	0.02%	318
2021 Q3	$57K	Hold	552	–	–	0.02%	326
2021 Q2	$57K	Hold	552	–	–	0.03%	330
2021 Q1	$52K	Hold	552	–	–	0.03%	337
2020 Q4	$50K	Buy	+552	New	+$47.2K	0.03%	321
2017 Q1	$5K	Buy	+100	New	+$5.31K	﹤0.01%	562

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Pinnacle Bancorp's IWL Position: Q2 2026 in Review

Pinnacle Bancorp held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 537 shares worth $99.3K. The position accounts for 0.03% of the portfolio, ranked #353.

Pinnacle Bancorp first reported a position in IWL in Q1 2017 and has held it in 24 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Pinnacle Bancorp held 537 shares of iShares Russell Top 200 ETF worth $99.3K as of Q2 2026.
Pinnacle Bancorp left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q2 2026, its #353 holding.
Pinnacle Bancorp first reported a position in iShares Russell Top 200 ETF in Q1 2017 and has held it in 24 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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