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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$65.5M	Sell	559,764 -153,312	-22%	-$17.1M	1.57%	10
2025 Q2	$75.7M	Sell	713,076 -2,760	-0.4%	-$264K	1.59%	9
2025 Q1	$66.3M	Buy	715,836 +2,288	+0.3%	+$226K	1.34%	12
2024 Q4	$70.6M	Sell	713,548 -1,876	-0.3%	-$185K	1.43%	13
2024 Q3	$67.1M	Buy	715,424 +4,632	+0.7%	+$420K	1.35%	13
2024 Q2	$63.6M	Sell	710,792 -1,744	-0.2%	-$149K	1.36%	12
2024 Q1	$60M	Buy	712,536 +86,952	+14%	+$7.01M	1.3%	13
2023 Q4	$47.4M	Buy	625,584 +12,132	+2%	+$858K	1.13%	16
2023 Q3	$40.8M	Sell	613,452 -1,112	-0.2%	-$76.8K	1.05%	17
2023 Q2	$42.3M	Sell	614,564 -8,304	-1%	-$528K	1.06%	16
2023 Q1	$38M	Sell	622,868 -27,036	-4%	-$1.56M	1.02%	17
2022 Q4	$34.8M	Sell	649,904 -7,416	-1%	-$408K	1%	20
2022 Q3	$34.6M	Sell	657,320 -36,732	-5%	-$2.16M	1.25%	13
2022 Q2	$37.9M	Sell	694,052 -2,496	-0.4%	-$150K	1.35%	11
2022 Q1	$48.3M	Sell	696,548 -1,040	-0.1%	-$71K	1.53%	12
2021 Q4	$53.3M	Buy	697,588 +5,520	+0.8%	+$409K	1.66%	8
2021 Q3	$47.4M	Sell	692,068 -10,700	-2%	-$757K	1.67%	8
2021 Q2	$47.7M	Buy	702,768 +8,384	+1%	+$541K	1.93%	7
2021 Q1	$42.1M	Sell	694,384 -6,568	-0.9%	-$400K	1.9%	6
2020 Q4	$41.7M	Sell	700,952 -22,320	-3%	-$1.27M	2.06%	6
2020 Q3	$39.2M	Sell	723,272 -65,748	-8%	-$3.46M	2.13%	6
2020 Q2	$37.9M	Buy	789,020 +7,680	+1%	+$338K	2.16%	5
2020 Q1	$29.4M	Buy	781,340 +172,348	+28%	+$7.43M	2.03%	6
2019 Q4	$26.8M	Sell	608,992 -5,844	-1%	-$244K	1.66%	8
2019 Q3	$24.5M	Sell	614,836 -54,896	-8%	-$2.2M	1.76%	7
2019 Q2	$26.3M	Sell	669,732 -20,708	-3%	-$801K	1.98%	6
2019 Q1	$26.1M	Sell	690,440 -16,728	-2%	-$601K	2.1%	5
2018 Q4	$23.1M	Sell	707,168 -28,920	-4%	-$1.02M	2.19%	5
2018 Q3	$28.7M	Buy	736,088 +14,764	+2%	+$559K	2.41%	4
2018 Q2	$25.9M	Sell	721,324 -28,604	-4%	-$1.01M	2.46%	3
2018 Q1	$25.5M	Sell	749,928 -40,552	-5%	-$1.42M	2.59%	4
2017 Q4	$26.6M	Sell	790,480 -22,640	-3%	-$742K	2.81%	4
2017 Q3	$25.4M	Buy	813,120 +730,272	+881%	+$22.3M	3.26%	2
2017 Q2	$2.46M	Buy	82,848 +1,444	+2%	+$42.4K	0.35%	87
2017 Q1	$2.32M	Sell	81,404 -2,524	-3%	-$70K	0.46%	76
2016 Q4	$2.2M	Buy	83,928 +12,736	+18%	+$331K	0.48%	70
2016 Q3	$1.84M	Hold	71,192	–	–	0.41%	75
2016 Q2	$1.84M	Sell	71,192 -864	-1%	-$21.6K	0.42%	75
2016 Q1	$1.8M	Sell	72,056 -6,152	-8%	-$145K	0.46%	67
2015 Q4	$1.95M	Buy	78,208 +2,076	+3%	+$51.8K	0.61%	52
2015 Q3	$1.77M	Buy	76,132 +476	+0.6%	+$11.7K	0.56%	57
2015 Q2	$1.87M	Buy	75,656 +1,012	+1%	+$25.5K	0.59%	54
2015 Q1	$1.85M	Buy	74,644 +15,388	+26%	+$376K	0.62%	56
2014 Q4	$1.42M	Buy	59,256 +24,208	+69%	+$566K	0.49%	67
2014 Q3	$803K	Buy	35,048 +4,760	+16%	+$109K	0.31%	96
2014 Q2	$689K	Buy	+30,288	New	+$665K	0.27%	96

Other funds holding IWF

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Pinnacle Financial Partners (Tennessee) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q3 2025, selling an estimated $17.1M and leaving 559,764 shares worth $65.5M. The position accounts for 1.57% of the portfolio, ranked #10.

Pinnacle Financial Partners (Tennessee) first reported a position in IWF in Q2 2014 and has held it in 46 quarters since. The position peaked at $75.7M in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 559,764 shares of iShares Russell 1000 Growth ETF worth $65.5M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 153,312 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $17.1M.
iShares Russell 1000 Growth ETF made up 1.57% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #10 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 46 quarters since.
Pinnacle Financial Partners (Tennessee)'s iShares Russell 1000 Growth ETF position peaked at $75.7M in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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