Pinnacle Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pinnacle Financial Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.78M	Buy	20,210 +2	+0%	+$264	0.68%	37
2026 Q1	$2.29M	Buy	20,208 +1	+0%	+$120	0.63%	37
2025 Q4	$2.49M	Hold	20,207	–	–	0.72%	33
2025 Q3	$2.44M	Hold	20,207	–	–	0.74%	33
2025 Q2	$2.22M	Sell	20,207 -280	-1%	-$27.7K	0.74%	30
2025 Q1	$1.9M	Sell	20,487 -927	-4%	-$93.5K	0.69%	31
2024 Q4	$2.17M	Buy	21,414 +160	+0.8%	+$16K	0.85%	28
2024 Q3	$2.04M	Buy	21,254 +227	+1%	+$21K	0.8%	28
2024 Q2	$1.95M	Hold	21,027	–	–	0.83%	28
2024 Q1	$1.78M	Sell	21,027 -233	-1%	-$18.7K	0.78%	28
2023 Q4	$1.6M	Hold	21,260	–	–	0.82%	27
2023 Q3	$1.45M	Hold	21,260	–	–	0.87%	26
2023 Q2	$1.5M	Hold	21,260	–	–	0.85%	27
2023 Q1	$1.36M	Hold	21,260	–	–	0.81%	26
2022 Q4	$1.24M	Hold	21,260	–	–	0.88%	25
2022 Q3	$1.23M	Hold	21,260	–	–	1.06%	22
2022 Q2	$1.28M	Hold	21,260	–	–	1.09%	22
2022 Q1	$1.62M	Sell	21,260 -2,400	-10%	-$180K	1.32%	20
2021 Q4	$1.98M	Buy	+23,660	New	+$1.91M	1.53%	16

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Financial Group's IVW Position: Q2 2026 in Review

Pinnacle Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $264 and bringing the position to 20,210 shares worth $2.78M. The position accounts for 0.68% of the portfolio, ranked #37.

Pinnacle Financial Group first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pinnacle Financial Group held 20,210 shares of iShares S&P 500 Growth ETF worth $2.78M as of Q2 2026.
Pinnacle Financial Group bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
iShares S&P 500 Growth ETF made up 0.68% of Pinnacle Financial Group's portfolio in Q2 2026, its #37 holding.
Pinnacle Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.