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

Pinnacle Bancorp’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$555K	Sell	5,200 -679	-12%	-$75.1K	0.15%	129
2026 Q2	$649K	Hold	5,879	–	–	0.17%	113
2026 Q1	$572K	Sell	5,879 -31	-0.5%	-$3.1K	0.17%	110
2025 Q4	$569K	Hold	5,910	–	–	0.17%	109
2025 Q3	$571K	Buy	5,910 +23	+0.4%	+$2.18K	0.17%	111
2025 Q2	$541K	Sell	5,887 -1,608	-21%	-$139K	0.17%	113
2025 Q1	$638K	Buy	7,495 +21	+0.3%	+$1.87K	0.21%	88
2024 Q4	$661K	Buy	7,474 +36	+0.5%	+$3.27K	0.21%	89
2024 Q3	$656K	Sell	7,438 -522	-7%	-$44K	0.18%	91
2024 Q2	$645K	Hold	7,960	–	–	0.19%	82
2024 Q1	$669K	Sell	7,960 -35	-0.4%	-$2.77K	0.2%	81
2023 Q4	$621K	Hold	7,995	–	–	0.2%	83
2023 Q3	$554K	Hold	7,995	–	–	0.2%	79
2023 Q2	$584K	Buy	7,995 +997	+14%	+$69.4K	0.2%	78
2023 Q1	$489K	Buy	6,998 +653	+10%	+$46.1K	0.18%	89
2022 Q4	$428K	Sell	6,345 -2,160	-25%	-$146K	0.16%	95
2022 Q3	$529K	Buy	8,505 +8	+0.1%	+$550	0.23%	71
2022 Q2	$549K	Hold	8,497	–	–	0.23%	68
2022 Q1	$663K	Buy	8,497 +1,881	+28%	+$145K	0.23%	70
2021 Q4	$549K	Hold	6,616	–	–	0.19%	86
2021 Q3	$518K	Buy	6,616 +180	+3%	+$14.4K	0.21%	86
2021 Q2	$510K	Buy	6,436 +141	+2%	+$10.9K	0.23%	82
2021 Q1	$465K	Sell	6,295 -204	-3%	-$14.7K	0.23%	81
2020 Q4	$446K	Hold	6,499	–	–	0.27%	77
2020 Q3	$373K	Hold	6,499	–	–	0.26%	83
2020 Q2	$348K	Buy	6,499 +748	+13%	+$37.5K	0.26%	82
2020 Q1	$248K	Buy	5,751 +1,494	+35%	+$82.2K	0.21%	103
2019 Q4	$254K	Buy	4,257 +73	+2%	+$4.19K	0.18%	115
2019 Q3	$234K	Buy	4,184 +249	+6%	+$13.9K	0.13%	116
2019 Q2	$220K	Hold	3,935	–	–	0.12%	124
2019 Q1	$212K	Buy	3,935 +1,134	+40%	+$58.7K	0.12%	126
2018 Q4	$130K	Buy	+2,801	New	+$141K	0.08%	170
2017 Q1	$66K	Buy	+1,412	New	+$65.5K	0.05%	241

Other funds holding IWR

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Pinnacle Bancorp's IWR Position: Q3 2026 in Review

Pinnacle Bancorp reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q3 2026, selling an estimated $75.1K and leaving 5,200 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #129.

Pinnacle Bancorp first reported a position in IWR in Q1 2017 and has held it in 33 quarters since. The position peaked at $669K in Q1 2024. 487 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Pinnacle Bancorp held 5,200 shares of iShares Russell Mid-Cap ETF worth $555K as of Q3 2026.
Pinnacle Bancorp sold 679 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $75.1K.
iShares Russell Mid-Cap ETF made up 0.15% of Pinnacle Bancorp's portfolio in Q3 2026, its #129 holding.
Pinnacle Bancorp first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's iShares Russell Mid-Cap ETF position peaked at $669K in Q1 2024.
487 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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