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 Q3	$100K	Sell	527 -10	-2%	-$1.88K	0.03%	340
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Pinnacle Bancorp's IWL Position: Q3 2026 in Review

Pinnacle Bancorp reduced its iShares Russell Top 200 ETF (IWL) stake by 1.9% in Q3 2026, selling an estimated $1.88K and leaving 527 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #340.

Pinnacle Bancorp first reported a position in IWL in Q1 2017 and has held it in 25 quarters since. 68 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

Pinnacle Bancorp held 527 shares of iShares Russell Top 200 ETF worth $100K as of Q3 2026.
Pinnacle Bancorp sold 10 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $1.88K.
iShares Russell Top 200 ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q3 2026, its #340 holding.
Pinnacle Bancorp first reported a position in iShares Russell Top 200 ETF in Q1 2017 and has held it in 25 quarters since.
68 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.