Pinnacle Financial Partners (Tennessee)’s iShares Russell 1000 ETF IWB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.39M	Hold	3,813	–	–	0.03%	238
2025 Q2	$1.29M	Hold	3,813	–	–	0.03%	256
2025 Q1	$1.17M	Buy	3,813 +26	+0.7%	+$8.41K	0.02%	265
2024 Q4	$1.22M	Buy	3,787 +25	+0.7%	+$8.1K	0.02%	259
2024 Q3	$1.18M	Buy	3,762 +60	+2%	+$18.2K	0.02%	261
2024 Q2	$1.1M	Buy	3,702 +40	+1%	+$11.5K	0.02%	269
2024 Q1	$1.05M	Buy	3,662 +473	+15%	+$130K	0.02%	267
2023 Q4	$836K	Buy	+3,189	New	+$781K	0.02%	269
2022 Q4	–	Sell	-1,495	Closed	-$295K	–	573
2022 Q3	$295K	Hold	1,495	–	–	0.01%	312
2022 Q2	$311K	Buy	+1,495	New	+$338K	0.01%	311
2022 Q1	–	Sell	-1,817	Closed	-$480K	–	461
2021 Q4	$480K	Hold	1,817	–	–	0.02%	288
2021 Q3	$439K	Buy	+1,817	New	+$452K	0.02%	289
2021 Q2	–	Sell	-2,835	Closed	-$635K	–	472
2021 Q1	$635K	Buy	+2,835	New	+$621K	0.03%	235

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IWB Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 3,813 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #238.

Pinnacle Financial Partners (Tennessee) first reported a position in IWB in Q1 2021 and has held it in 13 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 3,813 shares of iShares Russell 1000 ETF worth $1.39M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
iShares Russell 1000 ETF made up 0.03% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #238 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 13 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.