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

Pinnacle Financial Partners (Tennessee)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$974K Sell
5,509
-8,374
-60% -$1.41M 0.02% 271
2025
Q2 		$2.19M Sell
13,883
-523
-4% -$77.9K 0.05% 219
2025
Q1 		$2.29M Buy
14,406
+75
+0.5% +$12.1K 0.05% 217
2024
Q4 		$2.38M Buy
14,331
+291
+2% +$49.7K 0.05% 215
2024
Q3 		$2.34M Buy
14,040
+53
+0.4% +$8.61K 0.05% 214
2024
Q2 		$2.19M Sell
13,987
-54
-0.4% -$8.26K 0.05% 217
2024
Q1 		$2.23M Sell
14,041
-276
-2% -$41.8K 0.05% 211
2023
Q4 		$2.22M Buy
14,317
+465
+3% +$64.4K 0.05% 202
2023
Q3 		$1.88M Sell
13,852
-63
-0.5% -$9.03K 0.05% 205
2023
Q2 		$1.96M Sell
13,915
-165
-1% -$22.3K 0.05% 198
2023
Q1 		$1.93M Buy
14,080
+37
+0.3% +$5.36K 0.05% 202
2022
Q4 		$1.95M Buy
14,043
+4,640
+49% +$655K 0.06% 204
2022
Q3 		$1.21M Sell
9,403
-74
-0.8% -$10.7K 0.04% 221
2022
Q2 		$1.29M Buy
9,477
+22
+0.2% +$3.27K 0.05% 212
2022
Q1 		$1.53M Sell
9,455
-322
-3% -$51.3K 0.05% 207
2021
Q4 		$1.62M Buy
9,777
+118
+1% +$19.7K 0.05% 206
2021
Q3 		$1.55M Sell
9,659
-122
-1% -$19.6K 0.05% 199
2021
Q2 		$1.62M Sell
9,781
-922
-9% -$152K 0.07% 178
2021
Q1 		$1.53M Sell
10,703
-867
-7% -$131K 0.07% 177
2020
Q4 		$1.31M Sell
11,570
-44
-0.4% -$5.19K 0.06% 191
2020
Q3 		$1.15M Sell
11,614
-981
-8% -$99.6K 0.06% 183
2020
Q2 		$1.23M Buy
12,595
+243
+2% +$22.1K 0.07% 176
2020
Q1 		$1.01M Sell
12,352
-3,761
-23% -$422K 0.07% 184
2019
Q4 		$2.07M Sell
16,113
-25
-0.2% -$3.09K 0.13% 158
2019
Q3 		$1.93M Sell
16,138
-283
-2% -$33.4K 0.14% 156
2019
Q2 		$1.98M Buy
16,421
+2,344
+17% +$283K 0.15% 153
2019
Q1 		$1.69M Buy
14,077
+1,150
+9% +$137K 0.14% 151
2018
Q4 		$1.39M Sell
12,927
-301
-2% -$36.2K 0.13% 153
2018
Q3 		$1.76M Buy
13,228
+423
+3% +$57K 0.15% 150
2018
Q2 		$1.69M Sell
12,805
-149
-1% -$19.2K 0.16% 142
2018
Q1 		$1.58M Sell
12,954
-274
-2% -$34.3K 0.16% 146
2017
Q4 		$1.66M Buy
13,228
+1,374
+12% +$172K 0.18% 137
2017
Q3 		$1.47M Sell
11,854
-1,493
-11% -$176K 0.19% 122
2017
Q2 		$1.59M Hold
13,347
– – 0.23% 123
2017
Q1 		$1.58M Buy
13,347
+295
+2% +$35K 0.31% 106
2016
Q4 		$1.55M Buy
13,052
+658
+5% +$72.7K 0.34% 96
2016
Q3 		$1.28M Hold
12,394
– – 0.29% 104
2016
Q2 		$1.22M Sell
12,394
-128
-1% -$12.2K 0.28% 105
2016
Q1 		$1.17M Buy
12,522
+4,888
+64% +$424K 0.3% 102
2015
Q4 		$702K Sell
7,634
-915
-11% -$86.9K 0.22% 120
2015
Q3 		$771K Sell
8,549
-75
-0.9% -$7.2K 0.24% 110
2015
Q2 		$879K Sell
8,624
-10
-0.1% -$1.03K 0.28% 102
2015
Q1 		$891K Buy
8,634
+17
+0.2% +$1.72K 0.3% 97
2014
Q4 		$877K Buy
8,617
+2,140
+33% +$210K 0.31% 93
2014
Q3 		$606K Buy
6,477
+3,177
+96% +$314K 0.23% 113
2014
Q2 		$341K Buy
3,300
+780
+31% +$77.5K 0.14% 142
2014
Q1 		$254K Hold
2,520
– – 0.11% 147
2013
Q4 		$251K Sell
2,520
-3,930
-61% -$375K 0.11% 137
2013
Q3 		$591K Sell
6,450
-1,672
-21% -$151K 0.29% 84
2013
Q2 		$698K Buy
+8,122
New +$688K 0.36% 78

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares Russell 2000 Value ETF (IWN) stake by 60% in Q3 2025, selling an estimated $1.41M and leaving 5,509 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #271.

Pinnacle Financial Partners (Tennessee) first reported a position in IWN in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.38M in Q4 2024. 973 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 5,509 shares of iShares Russell 2000 Value ETF worth $974K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 8,374 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $1.41M.
  • iShares Russell 2000 Value ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #271 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 50 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares Russell 2000 Value ETF position peaked at $2.38M in Q4 2024.
  • 973 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

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