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Pinnacle Bancorp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pinnacle Bancorp’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.4K Hold
100
– – 0.01% 502
2026
Q1 		$31.4K Hold
100
– – 0.01% 521
2025
Q4 		$32.3K Hold
100
– – 0.01% 504
2025
Q3 		$32K Hold
100
– – 0.01% 519
2025
Q2 		$28.6K Sell
100
-15
-13% -$3.95K 0.01% 532
2025
Q1 		$29.4K Sell
115
-9
-7% -$2.54K 0.01% 517
2024
Q4 		$35.7K Buy
124
+15
+14% +$4.44K 0.01% 481
2024
Q3 		$31K Sell
109
-1
-0.9% -$274 0.01% 503
2024
Q2 		$28.9K Buy
110
+10
+10% +$2.6K 0.01% 492
2024
Q1 		$27.1K Hold
100
– – 0.01% 502
2023
Q4 		$25.2K Hold
100
– – 0.01% 497
2023
Q3 		$22.4K Hold
100
– – 0.01% 497
2023
Q2 		$24.3K Hold
100
– – 0.01% 482
2023
Q1 		$22.7K Hold
100
– – 0.01% 478
2022
Q4 		$21K Hold
100
– – 0.01% 467
2022
Q3 		$21K Hold
100
– – 0.01% 448
2022
Q2 		$21K Sell
100
-1,350
-93% -$301K 0.01% 440
2022
Q1 		$371K Hold
1,450
– – 0.13% 106
2021
Q4 		$425K Buy
1,450
+1,350
+1,350% +$407K 0.15% 100
2021
Q3 		$29K Hold
100
– – 0.01% 410
2021
Q2 		$31K Hold
100
– – 0.01% 421
2021
Q1 		$30K Hold
100
– – 0.01% 416
2020
Q4 		$29K Hold
100
– – 0.02% 408
2020
Q3 		$22K Hold
100
– – 0.02% 429
2020
Q2 		$21K Hold
100
– – 0.02% 414
2020
Q1 		$16K Sell
100
-12
-11% -$2.38K 0.01% 420
2019
Q4 		$24K Hold
112
– – 0.02% 410
2019
Q3 		$22K Sell
112
-37
-25% -$7.34K 0.01% 429
2019
Q2 		$30K Hold
149
– – 0.02% 381
2019
Q1 		$29K Buy
149
+37
+33% +$7.04K 0.02% 379
2018
Q4 		$19K Buy
+112
New +$20.9K 0.01% 428
2017
Q1 		$16K Buy
+100
New +$15.9K 0.01% 440

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Pinnacle Bancorp's IWO Position: Q2 2026 in Review

Pinnacle Bancorp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 100 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #502.

Pinnacle Bancorp first reported a position in IWO in Q1 2017 and has held it in 32 quarters since. The position peaked at $425K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Pinnacle Bancorp held 100 shares of iShares Russell 2000 Growth ETF worth $39.4K as of Q2 2026.
  • Pinnacle Bancorp left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #502 holding.
  • Pinnacle Bancorp first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and has held it in 32 quarters since.
  • Pinnacle Bancorp's iShares Russell 2000 Growth ETF position peaked at $425K in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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