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Pinnacle Financial Partners (Georgia)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Buy
14,952
+4,019
+37% +$407K 0.01% 541
2026
Q1 		$1.01M Buy
10,933
+122
+1% +$11.6K 0.01% 610
2025
Q4 		$993K Buy
+10,811
New +$970K 0.01% 606

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its iShares Russell Top 200 Value ETF (IWX) stake by 37% in Q2 2026, buying an estimated $407K and bringing the position to 14,952 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #541.

Pinnacle Financial Partners (Georgia) first reported a position in IWX in Q4 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 14,952 shares of iShares Russell Top 200 Value ETF worth $1.57M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 4,019 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $407K.
  • iShares Russell Top 200 Value ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #541 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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