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 Q3	$2.88M	Hold	20,210	–	–	0.69%	35
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Pinnacle Financial Group's IVW Position: Q3 2026 in Review

Pinnacle Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 20,210 shares worth $2.88M. The position accounts for 0.69% of the portfolio, ranked #35.

Pinnacle Financial Group first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Pinnacle Financial Group held 20,210 shares of iShares S&P 500 Growth ETF worth $2.88M as of Q3 2026.
Pinnacle Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.69% of Pinnacle Financial Group's portfolio in Q3 2026, its #35 holding.
Pinnacle Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Pinnacle Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.