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

Pinnacle Financial Partners (Georgia)’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 Q2	$25.1M	Sell	152,413 -371	-0.2%	-$58.5K	0.17%	111
2026 Q1	$22.3M	Buy	152,784 +8,271	+6%	+$1.23M	0.17%	112
2025 Q4	$20.4M	Buy	+144,513	New	+$20.2M	0.15%	112

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.24% in Q2 2026, selling an estimated $58.5K and leaving 152,413 shares worth $25.1M. The position accounts for 0.17% of the portfolio, ranked #111.

Pinnacle Financial Partners (Georgia) first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 152,413 shares of iShares Russell Mid-Cap Value ETF worth $25.1M as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 371 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $58.5K.
iShares Russell Mid-Cap Value ETF made up 0.17% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #111 holding.
Pinnacle Financial Partners (Georgia) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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