Pinnacle Financial Partners (Tennessee)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $892K | Sell |
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|
2025
Q2 | $2.24M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.45M | Hold |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $2.23M | Hold |
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|
2023
Q3 | $1.99M | Hold |
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|
2023
Q2 | $2.07M | Hold |
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|
2023
Q1 | $1.92M | Hold |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $824K | Hold |
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|
2022
Q2 | $865K | Hold |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $946K | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $2.87M | Hold |
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|
2020
Q1 | $2.36M | Hold |
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|
2019
Q4 | $3M | Hold |
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|
2019
Q3 | $2.77M | Hold |
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|
2019
Q2 | $2.74M | Hold |
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|
2019
Q1 | $2.65M | Hold |
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|
2018
Q4 | $2.34M | Hold |
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|
2018
Q3 | $2.74M | Buy |
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