Pinnacle Bancorp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $563K | Buy |
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|
2024
Q2 | $512K | Hold |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $513K | Hold |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $466K | Hold |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $553K | Hold |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $515K | Sell |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | $186K | Hold |
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|
2020
Q2 | $176K | Hold |
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|
2020
Q1 | $147K | Buy |
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|
2019
Q4 | $121K | Buy |
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|
2019
Q3 | $109K | Buy |
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|
2019
Q2 | $95K | Hold |
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|
2019
Q1 | $93K | Buy |
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|
2018
Q4 | $61K | Buy |
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|
2017
Q1 | $55K | Buy |
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