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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
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 +$54.5K 0.04% 262

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Pinnacle Bancorp's IWS Position: Q1 2026 in Review

Pinnacle Bancorp held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 4,195 shares worth $611K. The position accounts for 0.18% of the portfolio, ranked #104.

Pinnacle Bancorp first reported a position in IWS in Q1 2017 and has held it in 31 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Pinnacle Bancorp held 4,195 shares of iShares Russell Mid-Cap Value ETF worth $611K as of Q1 2026.
  • Pinnacle Bancorp left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of Pinnacle Bancorp's portfolio in Q1 2026, its #104 holding.
  • Pinnacle Bancorp first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and has held it in 31 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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