Pinnacle Bancorp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pinnacle Bancorp’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Hold	820	–	–	0.03%	328
2025 Q4	$112K	Hold	820	–	–	0.03%	308
2025 Q3	$117K	Hold	820	–	–	0.03%	310
2025 Q2	$114K	Hold	820	–	–	0.04%	306
2025 Q1	$96.3K	Buy	820 +47	+6%	+$6.04K	0.03%	317
2024 Q4	$98K	Hold	773	–	–	0.03%	312
2024 Q3	$90.7K	Buy	773 +90	+13%	+$10.1K	0.02%	314
2024 Q2	$75.4K	Hold	683	–	–	0.02%	328
2024 Q1	$78K	Hold	683	–	–	0.02%	326
2023 Q4	$71.3K	Hold	683	–	–	0.02%	325
2023 Q3	$62.4K	Hold	683	–	–	0.02%	332
2023 Q2	$66K	Hold	683	–	–	0.02%	321
2023 Q1	$62.2K	Hold	683	–	–	0.02%	329
2022 Q4	$57K	Hold	683	–	–	0.02%	321
2022 Q3	$54K	Hold	683	–	–	0.02%	317
2022 Q2	$54K	Hold	683	–	–	0.02%	323
2022 Q1	$69K	Hold	683	–	–	0.02%	302
2021 Q4	$79K	Hold	683	–	–	0.03%	280
2021 Q3	$77K	Hold	683	–	–	0.03%	276
2021 Q2	$77K	Hold	683	–	–	0.04%	280
2021 Q1	$70K	Sell	683 -93	-12%	-$9.72K	0.03%	283
2020 Q4	$80K	Sell	776 -62	-7%	-$5.9K	0.05%	259
2020 Q3	$72K	Buy	838 +106	+14%	+$8.95K	0.05%	255
2020 Q2	$58K	Hold	732	–	–	0.04%	274
2020 Q1	$45K	Hold	732	–	–	0.04%	271
2019 Q4	$56K	Hold	732	–	–	0.04%	281
2019 Q3	$52K	Hold	732	–	–	0.03%	293
2019 Q2	$52K	Hold	732	–	–	0.03%	292
2019 Q1	$50K	Hold	732	–	–	0.03%	298
2018 Q4	$42K	Buy	+732	New	+$44.5K	0.03%	311
2017 Q1	$38K	Buy	+732	New	+$37.4K	0.03%	322

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pinnacle Bancorp's IWP Position: Q1 2026 in Review

Pinnacle Bancorp held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 820 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #328.

Pinnacle Bancorp first reported a position in IWP in Q1 2017 and has held it in 31 quarters since. The position peaked at $117K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Pinnacle Bancorp held 820 shares of iShares Russell Mid-Cap Growth ETF worth $105K as of Q1 2026.
Pinnacle Bancorp left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q1 2026, its #328 holding.
Pinnacle Bancorp first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and has held it in 31 quarters since.
Pinnacle Bancorp's iShares Russell Mid-Cap Growth ETF position peaked at $117K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.