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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$567K	Sell	1,771 -944	-35%	-$285K	0.01%	321
2025 Q2	$776K	Buy	2,715 +188	+7%	+$49.5K	0.02%	292
2025 Q1	$676K	Buy	2,527 +2	+0.1%	+$564	0.01%	302
2024 Q4	$723K	Buy	2,525 +84	+3%	+$24.8K	0.01%	293
2024 Q3	$693K	Buy	2,441 +4	+0.2%	+$1.1K	0.01%	296
2024 Q2	$648K	Hold	2,437	–	–	0.01%	301
2024 Q1	$660K	Buy	2,437 +115	+5%	+$29.4K	0.01%	300
2023 Q4	$586K	Buy	2,322 +31	+1%	+$6.99K	0.01%	302
2023 Q3	$514K	Buy	2,291 +480	+27%	+$115K	0.01%	296
2023 Q2	$440K	Buy	1,811 +769	+74%	+$176K	0.01%	308
2023 Q1	$236K	Buy	1,042 +2	+0.2%	+$457	0.01%	364
2022 Q4	$223K	Buy	1,040 +576	+124%	+$126K	0.01%	360
2022 Q3	$96K	Buy	464 +1	+0.2%	+$225	﹤0.01%	377
2022 Q2	$96K	Hold	463	–	–	﹤0.01%	362
2022 Q1	$118K	Sell	463 -929	-67%	-$238K	﹤0.01%	367
2021 Q4	$408K	Buy	1,392 +264	+23%	+$79.6K	0.01%	306
2021 Q3	$332K	Buy	1,128 +60	+6%	+$18K	0.01%	309
2021 Q2	$333K	Sell	1,068 -467	-30%	-$141K	0.01%	300
2021 Q1	$451K	Buy	1,535 +661	+76%	+$205K	0.02%	263
2020 Q4	$194K	Sell	874 -955	-52%	-$243K	0.01%	342
2020 Q3	$406K	Buy	1,829 +911	+99%	+$199K	0.02%	257
2020 Q2	$190K	Buy	918 +1	+0.1%	+$187	0.01%	313
2020 Q1	$145K	Buy	917 +1	+0.1%	+$199	0.01%	317
2019 Q4	$196K	Buy	+916	New	+$186K	0.01%	356
2019 Q2	–	Sell	-911	Closed	-$179K	–	411
2019 Q1	$179K	Buy	+911	New	+$173K	0.01%	328
2018 Q4	–	Sell	-910	Closed	-$196K	–	370
2018 Q3	$196K	Buy	910 +110	+14%	+$23.5K	0.02%	330
2018 Q2	$163K	Hold	800	–	–	0.02%	311
2018 Q1	$152K	Sell	800 -540	-40%	-$104K	0.02%	315
2017 Q4	$250K	Buy	+1,340	New	+$245K	0.03%	278
2017 Q3	–	Sell	-1,408	Closed	-$238K	–	371
2017 Q2	$238K	Sell	1,408 -147	-9%	-$24.2K	0.03%	267
2017 Q1	$251K	Hold	1,555	–	–	0.05%	215
2016 Q4	$239K	Buy	1,555 +147	+10%	+$21.9K	0.05%	216
2016 Q3	$210K	Hold	1,408	–	–	0.05%	257
2016 Q2	$193K	Hold	1,408	–	–	0.04%	257
2016 Q1	$187K	Buy	+1,408	New	+$176K	0.05%	233
2015 Q4	–	Sell	-750	Closed	-$100K	–	253
2015 Q3	$100K	Hold	750	–	–	0.03%	224
2015 Q2	$116K	Hold	750	–	–	0.04%	220
2015 Q1	$114K	Sell	750 -160	-18%	-$23.3K	0.04%	213
2014 Q4	$130K	Hold	910	–	–	0.05%	205
2014 Q3	$118K	Hold	910	–	–	0.05%	188
2014 Q2	$126K	Buy	+910	New	+$120K	0.05%	182
2013 Q4	–	Sell	-2,060	Closed	-$259K	–	185
2013 Q3	$259K	Hold	2,060	–	–	0.13%	118
2013 Q2	$230K	Buy	+2,060	New	+$225K	0.12%	121

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 IWO Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 35% in Q3 2025, selling an estimated $285K and leaving 1,771 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #321.

Pinnacle Financial Partners (Tennessee) first reported a position in IWO in Q2 2013 and has held it in 43 quarters since. The position peaked at $776K in Q2 2025. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 1,771 shares of iShares Russell 2000 Growth ETF worth $567K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 944 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $285K.
iShares Russell 2000 Growth ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #321 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 43 quarters since.
Pinnacle Financial Partners (Tennessee)'s iShares Russell 2000 Growth ETF position peaked at $776K in Q2 2025.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

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