Pinnacle Family Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pinnacle Family Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,760	Closed	-$1.71M	–	119
2024 Q3	$1.71M	Buy	+7,760	New	+$1.66M	0.89%	33
2021 Q4	–	Sell	-1,159	Closed	-$254K	–	134
2021 Q3	$254K	Sell	1,159 -40,593	-97%	-$9M	0.11%	119
2021 Q2	$9.58M	Buy	41,752 +7,021	+20%	+$1.58M	4.18%	7
2021 Q1	$7.67M	Buy	34,731 +32,590	+1,522%	+$7.12M	4.02%	9
2020 Q4	$420K	Buy	+2,141	New	+$375K	0.26%	69
2019 Q1	–	Sell	-71,084	Closed	-$9.52M	–	77
2018 Q4	$9.52M	Buy	+71,084	New	+$10.6M	6.4%	5
2018 Q1	–	Sell	-44,765	Closed	-$6.83M	–	70
2017 Q4	$6.83M	Buy	+44,765	New	+$6.72M	3.15%	8
2017 Q2	–	Sell	-61,140	Closed	-$8.41M	–	74
2017 Q1	$8.41M	Buy	61,140 +12,395	+25%	+$1.69M	5.2%	7
2016 Q4	$6.57M	Buy	+48,745	New	+$6.23M	4.02%	5

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Family Advisors's IWM Position: Q4 2024 in Review

Pinnacle Family Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 7,760 shares — an estimated $1.71M sold.

Pinnacle Family Advisors first reported a position in IWM in Q4 2016 and held it in 9 quarters. The position peaked at $9.58M in Q2 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Pinnacle Family Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Pinnacle Family Advisors sold 7,760 iShares Russell 2000 ETF shares in Q4 2024, an estimated $1.71M.
Pinnacle Family Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 9 quarters.
Pinnacle Family Advisors's iShares Russell 2000 ETF position peaked at $9.58M in Q2 2021.
2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Pinnacle Family Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.