PFPT
IWP icon

Pinnacle Financial Partners (Tennessee)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$17.9M Buy
125,430
+3,949
+3% +$558K 0.43% 64
2025
Q2 		$16.8M Buy
121,481
+3,074
+3% +$389K 0.35% 78
2025
Q1 		$13.9M Buy
118,407
+4,535
+4% +$583K 0.28% 94
2024
Q4 		$14.4M Buy
113,872
+3,805
+3% +$484K 0.29% 89
2024
Q3 		$12.9M Buy
110,067
+3,121
+3% +$349K 0.26% 103
2024
Q2 		$11.8M Buy
106,946
+3,471
+3% +$381K 0.25% 98
2024
Q1 		$11.8M Buy
103,475
+5,101
+5% +$552K 0.26% 100
2023
Q4 		$10.3M Buy
98,374
+5,873
+6% +$557K 0.24% 100
2023
Q3 		$8.45M Buy
92,501
+3,732
+4% +$357K 0.22% 110
2023
Q2 		$8.58M Buy
88,769
+2,948
+3% +$269K 0.22% 111
2023
Q1 		$7.81M Buy
85,821
+1,281
+2% +$114K 0.21% 115
2022
Q4 		$7.07M Sell
84,540
-8,937
-10% -$752K 0.2% 114
2022
Q3 		$7.33M Sell
93,477
-7,536
-7% -$649K 0.27% 107
2022
Q2 		$8M Sell
101,013
-1,317
-1% -$115K 0.29% 106
2022
Q1 		$10.3M Sell
102,330
-1,020
-1% -$102K 0.33% 94
2021
Q4 		$11.9M Sell
103,350
-7,518
-7% -$877K 0.37% 81
2021
Q3 		$12.4M Buy
110,868
+395
+0.4% +$45.4K 0.44% 71
2021
Q2 		$12.5M Buy
110,473
+16,657
+18% +$1.78M 0.51% 66
2021
Q1 		$9.57M Sell
93,816
-1,374
-1% -$144K 0.43% 77
2020
Q4 		$9.78M Sell
95,190
-1,068
-1% -$102K 0.48% 63
2020
Q3 		$8.32M Sell
96,258
-1,380
-1% -$116K 0.45% 67
2020
Q2 		$7.72M Buy
97,638
+410
+0.4% +$29.7K 0.44% 64
2020
Q1 		$5.91M Sell
97,228
-1,686
-2% -$123K 0.41% 74
2019
Q4 		$7.55M Buy
98,914
+3,750
+4% +$275K 0.47% 65
2019
Q3 		$6.73M Buy
95,164
+732
+0.8% +$52.6K 0.48% 63
2019
Q2 		$6.73M Buy
94,432
+10,218
+12% +$711K 0.51% 61
2019
Q1 		$5.71M Buy
84,214
+926
+1% +$59.4K 0.46% 65
2018
Q4 		$4.74M Buy
83,288
+6,508
+8% +$396K 0.45% 66
2018
Q3 		$5.21M Buy
76,780
+494
+0.6% +$32.8K 0.44% 68
2018
Q2 		$4.83M Buy
76,286
+2,236
+3% +$141K 0.46% 64
2018
Q1 		$4.55M Buy
74,050
+2,816
+4% +$176K 0.46% 63
2017
Q4 		$4.3M Buy
71,234
+1,042
+1% +$61.2K 0.45% 64
2017
Q3 		$3.97M Buy
70,192
+11,738
+20% +$644K 0.51% 56
2017
Q2 		$3.16M Buy
58,454
+6,822
+13% +$363K 0.45% 71
2017
Q1 		$2.68M Buy
51,632
+17,224
+50% +$879K 0.53% 63
2016
Q4 		$1.68M Buy
34,408
+14,570
+73% +$702K 0.36% 88
2016
Q3 		$956K Hold
19,838
– – 0.22% 129
2016
Q2 		$956K Buy
19,838
+5,702
+40% +$264K 0.22% 122
2016
Q1 		$651K Buy
14,136
+2,422
+21% +$105K 0.17% 141
2015
Q4 		$538K Buy
11,714
+1,584
+16% +$73.6K 0.17% 143
2015
Q3 		$449K Sell
10,130
-106
-1% -$5.03K 0.14% 145
2015
Q2 		$495K Sell
10,236
-16
-0.2% -$790 0.16% 140
2015
Q1 		$502K Buy
10,252
+1,868
+22% +$89.2K 0.17% 135
2014
Q4 		$391K Buy
8,384
+404
+5% +$18.3K 0.14% 153
2014
Q3 		$353K Buy
7,980
+380
+5% +$17K 0.13% 146
2014
Q2 		$340K Sell
7,600
-468
-6% -$20.1K 0.14% 143
2014
Q1 		$346K Buy
8,068
+202
+3% +$8.6K 0.15% 124
2013
Q4 		$332K Buy
+7,866
New +$318K 0.15% 120

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.3% in Q3 2025, buying an estimated $558K and bringing the position to 125,430 shares worth $17.9M. The position accounts for 0.43% of the portfolio, ranked #64.

Pinnacle Financial Partners (Tennessee) first reported a position in IWP in Q4 2013 and has held it in 48 quarters since. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 125,430 shares of iShares Russell Mid-Cap Growth ETF worth $17.9M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 3,949 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $558K.
  • iShares Russell Mid-Cap Growth ETF made up 0.43% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #64 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 48 quarters since.
  • 1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

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