Pinnacle Financial Partners (Georgia)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.7M	Sell	250,670 -2,993	-1%	-$413K	0.25%	75
2026 Q1	$32.5M	Sell	253,663 -9,975	-4%	-$1.35M	0.25%	76
2025 Q4	$36.1M	Buy	+263,638	New	+$36.8M	0.27%	67

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s IWP Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q2 2026, selling an estimated $413K and leaving 250,670 shares worth $36.7M. The position accounts for 0.25% of the portfolio, ranked #75.

Pinnacle Financial Partners (Georgia) first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 250,670 shares of iShares Russell Mid-Cap Growth ETF worth $36.7M as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 2,993 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $413K.
iShares Russell Mid-Cap Growth ETF made up 0.25% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #75 holding.
Pinnacle Financial Partners (Georgia) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.