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 Q3	$113K	Hold	820	–	–	0.03%	321
2026 Q2	$120K	Hold	820	–	–	0.03%	318
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%	-$9.7K	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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Pinnacle Bancorp's IWP Position: Q3 2026 in Review

Pinnacle Bancorp held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 820 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #321.

Pinnacle Bancorp first reported a position in IWP in Q1 2017 and has held it in 33 quarters since. The position peaked at $120K in Q2 2026. 386 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Pinnacle Bancorp held 820 shares of iShares Russell Mid-Cap Growth ETF worth $113K as of Q3 2026.
Pinnacle Bancorp left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q3 2026, its #321 holding.
Pinnacle Bancorp first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's iShares Russell Mid-Cap Growth ETF position peaked at $120K in Q2 2026.
386 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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