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

Pinnacle Financial Partners (Tennessee)’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10.7M Buy
111,015
+2,636
+2% +$250K 0.26% 108
2025
Q2 		$9.97M Buy
108,379
+39,711
+58% +$3.43M 0.21% 123
2025
Q1 		$5.92M Buy
68,668
+11,786
+21% +$1.05M 0.12% 162
2024
Q4 		$5.02M Buy
56,882
+2,265
+4% +$206K 0.1% 170
2024
Q3 		$4.81M Buy
54,617
+6,781
+14% +$571K 0.1% 174
2024
Q2 		$3.94M Sell
47,836
-256
-0.5% -$20.8K 0.08% 181
2024
Q1 		$4.04M Sell
48,092
-2,449
-5% -$194K 0.09% 178
2023
Q4 		$3.93M Sell
50,541
-9,359
-16% -$665K 0.09% 172
2023
Q3 		$4.15M Buy
59,900
+1,088
+2% +$79.4K 0.11% 161
2023
Q2 		$4.3M Buy
58,812
+1,186
+2% +$82.5K 0.11% 155
2023
Q1 		$4.03M Buy
57,626
+5,878
+11% +$415K 0.11% 156
2022
Q4 		$3.49M Sell
51,748
-177
-0.3% -$11.9K 0.1% 162
2022
Q3 		$3.23M Buy
51,925
+13,428
+35% +$924K 0.12% 157
2022
Q2 		$2.49M Buy
38,497
+4,243
+12% +$302K 0.09% 171
2022
Q1 		$2.67M Buy
34,254
+5,407
+19% +$416K 0.08% 174
2021
Q4 		$2.39M Buy
28,847
+3,355
+13% +$275K 0.07% 181
2021
Q3 		$1.99M Buy
25,492
+3,030
+13% +$243K 0.07% 185
2021
Q2 		$1.78M Sell
22,462
-212
-0.9% -$16.4K 0.07% 170
2021
Q1 		$1.62M Buy
22,674
+769
+4% +$55.6K 0.07% 173
2020
Q4 		$1.4M Hold
21,905
– – 0.07% 186
2020
Q3 		$1.26M Sell
21,905
-362
-2% -$20.6K 0.07% 177
2020
Q2 		$1.19M Buy
22,267
+2,859
+15% +$143K 0.07% 178
2020
Q1 		$838K Sell
19,408
-1,311
-6% -$72.2K 0.06% 200
2019
Q4 		$1.24M Buy
20,719
+35
+0.2% +$2.01K 0.08% 187
2019
Q3 		$1.16M Buy
20,684
+104
+0.5% +$5.81K 0.08% 181
2019
Q2 		$1.15M Buy
20,580
+1,141
+6% +$62.6K 0.09% 183
2019
Q1 		$1.05M Sell
19,439
-10,378
-35% -$538K 0.08% 182
2018
Q4 		$1.39M Sell
29,817
-275
-0.9% -$13.9K 0.13% 154
2018
Q3 		$1.66M Buy
30,092
+228
+0.8% +$12.5K 0.14% 155
2018
Q2 		$1.58M Buy
29,864
+14,100
+89% +$742K 0.15% 146
2018
Q1 		$814K Buy
+15,764
New +$831K 0.08% 182
2017
Q3 		– Sell
-416
Closed -$20K – 372
2017
Q2 		$20K Buy
+416
New +$19.7K ﹤0.01% 391

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.4% in Q3 2025, buying an estimated $250K and bringing the position to 111,015 shares worth $10.7M. The position accounts for 0.26% of the portfolio, ranked #108.

Pinnacle Financial Partners (Tennessee) first reported a position in IWR in Q2 2017 and has held it in 32 quarters since. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 111,015 shares of iShares Russell Mid-Cap ETF worth $10.7M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 2,636 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $250K.
  • iShares Russell Mid-Cap ETF made up 0.26% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #108 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 32 quarters since.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

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