Pinnacle Financial Partners (Tennessee)’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.4M Sell
59,320
-22,839
-28% -$5.24M 0.34% 78
2025
Q2
$17.7M Sell
82,159
-11,812
-13% -$2.38M 0.37% 72
2025
Q1
$19.7M Sell
93,971
-965
-1% -$209K 0.4% 63
2024
Q4
$21M Sell
94,936
-839
-0.9% -$191K 0.42% 56
2024
Q3
$21.2M Buy
95,775
+1,635
+2% +$350K 0.43% 62
2024
Q2
$19.4M Sell
94,140
-170
-0.2% -$34.4K 0.42% 60
2024
Q1
$19.8M Buy
94,310
+801
+0.9% +$160K 0.43% 65
2023
Q4
$18.8M Sell
93,509
-7,298
-7% -$1.31M 0.45% 60
2023
Q3
$17.8M Buy
100,807
+1,544
+2% +$290K 0.46% 59
2023
Q2
$18.6M Sell
99,263
-538
-0.5% -$95.9K 0.47% 57
2023
Q1
$17.8M Buy
99,801
+8,050
+9% +$1.48M 0.48% 59
2022
Q4
$16M Sell
91,751
-7,384
-7% -$1.31M 0.46% 65
2022
Q3
$16.3M Buy
99,135
+1,347
+1% +$246K 0.59% 46
2022
Q2
$16.6M Buy
97,788
+4,512
+5% +$832K 0.59% 46
2022
Q1
$19.1M Buy
93,276
+10,039
+12% +$2.05M 0.61% 42
2021
Q4
$18.5M Buy
83,237
+4,247
+5% +$960K 0.58% 49
2021
Q3
$17.3M Buy
78,990
+1,706
+2% +$378K 0.61% 48
2021
Q2
$17.7M Buy
77,284
+3,370
+5% +$758K 0.72% 35
2021
Q1
$15.6M Buy
73,914
+7,711
+12% +$1.68M 0.7% 38
2020
Q4
$11.7M Buy
66,203
+48
+0.1% +$8.4K 0.58% 49
2020
Q3
$9.91M Sell
66,155
-12,261
-16% -$1.84M 0.54% 53
2020
Q2
$11.2M Sell
78,416
-318
-0.4% -$41.7K 0.64% 44
2020
Q1
$9.01M Buy
78,734
+50,081
+175% +$7.47M 0.62% 41
2019
Q4
$4.75M Buy
28,653
+1,769
+7% +$280K 0.29% 99
2019
Q3
$4.07M Sell
26,884
-153
-0.6% -$23.4K 0.29% 102
2019
Q2
$4.2M Buy
27,037
+1,240
+5% +$191K 0.32% 97
2019
Q1
$3.95M Buy
25,797
+2,281
+10% +$343K 0.32% 96
2018
Q4
$3.15M Sell
23,516
-11,343
-33% -$1.69M 0.3% 99
2018
Q3
$5.88M Buy
34,859
+13,007
+60% +$2.2M 0.49% 61
2018
Q2
$3.58M Buy
21,852
+3,589
+20% +$574K 0.34% 88
2018
Q1
$2.77M Buy
18,263
+2,858
+19% +$441K 0.28% 106
2017
Q4
$2.35M Buy
15,405
+984
+7% +$148K 0.25% 115
2017
Q3
$2.14M Buy
14,421
+2,334
+19% +$328K 0.27% 104
2017
Q2
$1.7M Buy
+12,087
New +$1.67M 0.24% 117

Other funds holding IWM