Pinnacle Bancorp
IWS icon

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

Pinnacle Bancorp’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$669K Sell
4,160
-35
-0.8% -$5.87K 0.18% 107
2026
Q2 		$690K Hold
4,195
– – 0.18% 104
2026
Q1 		$611K Hold
4,195
– – 0.18% 104
2025
Q4 		$592K Hold
4,195
– – 0.17% 105
2025
Q3 		$586K Sell
4,195
-11
-0.3% -$1.5K 0.17% 108
2025
Q2 		$556K Sell
4,206
-9
-0.2% -$1.13K 0.17% 111
2025
Q1 		$531K Sell
4,215
-38
-0.9% -$4.95K 0.17% 110
2024
Q4 		$550K Sell
4,253
-4
-0.1% -$535 0.18% 104
2024
Q3 		$563K Buy
4,257
+15
+0.4% +$1.9K 0.15% 102
2024
Q2 		$512K Hold
4,242
– – 0.15% 100
2024
Q1 		$532K Sell
4,242
-169
-4% -$19.9K 0.16% 97
2023
Q4 		$513K Hold
4,411
– – 0.17% 96
2023
Q3 		$460K Sell
4,411
-145
-3% -$16K 0.16% 93
2023
Q2 		$500K Buy
4,556
+17
+0.4% +$1.79K 0.17% 89
2023
Q1 		$482K Sell
4,539
-154
-3% -$16.8K 0.18% 90
2022
Q4 		$494K Buy
4,693
+70
+2% +$7.34K 0.19% 83
2022
Q3 		$444K Buy
4,623
+34
+0.7% +$3.63K 0.19% 81
2022
Q2 		$466K Hold
4,589
– – 0.19% 84
2022
Q1 		$549K Buy
4,589
+69
+2% +$8.12K 0.19% 80
2021
Q4 		$553K Hold
4,520
– – 0.2% 85
2021
Q3 		$512K Buy
4,520
+42
+0.9% +$4.86K 0.2% 87
2021
Q2 		$515K Sell
4,478
-400
-8% -$45.9K 0.24% 81
2021
Q1 		$533K Buy
4,878
+2,378
+95% +$248K 0.26% 76
2020
Q4 		$242K Buy
2,500
+204
+9% +$18.4K 0.15% 133
2020
Q3 		$186K Hold
2,296
– – 0.13% 138
2020
Q2 		$176K Hold
2,296
– – 0.13% 148
2020
Q1 		$147K Buy
2,296
+1,020
+80% +$87.2K 0.13% 149
2019
Q4 		$121K Buy
1,276
+66
+5% +$6.03K 0.08% 187
2019
Q3 		$109K Buy
1,210
+139
+13% +$12.3K 0.06% 195
2019
Q2 		$95K Hold
1,071
– – 0.05% 214
2019
Q1 		$93K Buy
1,071
+275
+35% +$23.2K 0.05% 218
2018
Q4 		$61K Buy
+796
New +$66.6K 0.04% 257
2017
Q1 		$55K Buy
+659
New +$54.4K 0.04% 262

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Pinnacle Bancorp's IWS Position: Q3 2026 in Review

Pinnacle Bancorp reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.83% in Q3 2026, selling an estimated $5.87K and leaving 4,160 shares worth $669K. The position accounts for 0.18% of the portfolio, ranked #107.

Pinnacle Bancorp first reported a position in IWS in Q1 2017 and has held it in 33 quarters since. The position peaked at $690K in Q2 2026. 254 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Pinnacle Bancorp held 4,160 shares of iShares Russell Mid-Cap Value ETF worth $669K as of Q3 2026.
  • Pinnacle Bancorp sold 35 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $5.87K.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of Pinnacle Bancorp's portfolio in Q3 2026, its #107 holding.
  • Pinnacle Bancorp first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and has held it in 33 quarters since.
  • Pinnacle Bancorp's iShares Russell Mid-Cap Value ETF position peaked at $690K in Q2 2026.
  • 254 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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