Pinnacle Bancorp’s iShares Russell 2000 ETF IWM Stock Holding History

Pinnacle Bancorp’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Sell	3,941 -42	-1%	-$11.8K	0.31%	61
2026 Q1	$988K	Sell	3,983 -138	-3%	-$35.6K	0.29%	64
2025 Q4	$1.01M	Sell	4,121 -1,156	-22%	-$284K	0.3%	61
2025 Q3	$1.28M	Sell	5,277 -6	-0.1%	-$1.38K	0.38%	49
2025 Q2	$1.14M	Sell	5,283 -237	-4%	-$47.7K	0.35%	52
2025 Q1	$1.1M	Sell	5,520 -113	-2%	-$24.5K	0.36%	50
2024 Q4	$1.24M	Sell	5,633 -63	-1%	-$14.4K	0.4%	47
2024 Q3	$1.26M	Sell	5,696 -86	-1%	-$18.4K	0.34%	45
2024 Q2	$1.17M	Sell	5,782 -82	-1%	-$16.6K	0.35%	45
2024 Q1	$1.23M	Sell	5,864 -71	-1%	-$14.2K	0.36%	44
2023 Q4	$1.19M	Hold	5,935	–	–	0.39%	43
2023 Q3	$1.05M	Buy	5,935 +80	+1%	+$15K	0.37%	45
2023 Q2	$1.1M	Buy	5,855 +332	+6%	+$59.2K	0.37%	43
2023 Q1	$985K	Buy	5,523 +555	+11%	+$102K	0.36%	46
2022 Q4	$866K	Sell	4,968 -4	-0.1%	-$711	0.33%	50
2022 Q3	$820K	Buy	4,972 +214	+4%	+$39K	0.35%	48
2022 Q2	$806K	Sell	4,758 -342	-7%	-$63K	0.33%	51
2022 Q1	$1.05M	Sell	5,100 -4	-0.1%	-$816	0.36%	45
2021 Q4	$1.14M	Buy	5,104 +199	+4%	+$45K	0.4%	45
2021 Q3	$1.07M	Buy	4,905 +220	+5%	+$48.8K	0.43%	40
2021 Q2	$1.07M	Sell	4,685 -317	-6%	-$71.3K	0.49%	33
2021 Q1	$1.1M	Sell	5,002 -51	-1%	-$11.1K	0.54%	31
2020 Q4	$991K	Buy	5,053 +102	+2%	+$17.8K	0.61%	34
2020 Q3	$742K	Sell	4,951 -11	-0.2%	-$1.66K	0.52%	44
2020 Q2	$710K	Sell	4,962 -509	-9%	-$66.8K	0.53%	41
2020 Q1	$626K	Buy	5,471 +803	+17%	+$120K	0.53%	41
2019 Q4	$773K	Sell	4,668 -5	-0.1%	-$790	0.54%	43
2019 Q3	$707K	Sell	4,673 -51	-1%	-$7.79K	0.4%	46
2019 Q2	$735K	Sell	4,724 -27	-0.6%	-$4.16K	0.41%	45
2019 Q1	$727K	Sell	4,751 -6	-0.1%	-$902	0.42%	44
2018 Q4	$637K	Buy	+4,757	New	+$710K	0.39%	44
2017 Q1	$583K	Buy	+4,240	New	+$579K	0.41%	45

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Bancorp's IWM Position: Q2 2026 in Review

Pinnacle Bancorp reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $11.8K and leaving 3,941 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #61.

Pinnacle Bancorp first reported a position in IWM in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.28M in Q3 2025. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pinnacle Bancorp held 3,941 shares of iShares Russell 2000 ETF worth $1.18M as of Q2 2026.
Pinnacle Bancorp sold 42 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.8K.
iShares Russell 2000 ETF made up 0.31% of Pinnacle Bancorp's portfolio in Q2 2026, its #61 holding.
Pinnacle Bancorp first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 32 quarters since.
Pinnacle Bancorp's iShares Russell 2000 ETF position peaked at $1.28M in Q3 2025.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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