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Pinnacle Financial Partners (Tennessee)’s iShares Russell 3000 ETF IWV Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$892K Sell
2,354
-4,042
-63% -$1.47M 0.02% 279
2025
Q2 		$2.24M Buy
6,396
+68
+1% +$22.1K 0.05% 215
2025
Q1 		$2.09M Buy
6,328
+351
+6% +$118K 0.04% 225
2024
Q4 		$1.96M Buy
5,977
+220
+4% +$74.1K 0.04% 229
2024
Q3 		$1.88M Buy
5,757
+922
+19% +$290K 0.04% 233
2024
Q2 		$1.45M Hold
4,835
– – 0.03% 246
2024
Q1 		$1.45M Sell
4,835
-3,302
-41% -$942K 0.03% 241
2023
Q4 		$2.23M Hold
8,137
– – 0.05% 201
2023
Q3 		$1.99M Hold
8,137
– – 0.05% 198
2023
Q2 		$2.07M Hold
8,137
– – 0.05% 191
2023
Q1 		$1.92M Hold
8,137
– – 0.05% 203
2022
Q4 		$1.8M Buy
8,137
+4,158
+104% +$924K 0.05% 205
2022
Q3 		$824K Hold
3,979
– – 0.03% 248
2022
Q2 		$865K Hold
3,979
– – 0.03% 239
2022
Q1 		$1.04M Buy
+3,979
New +$1.03M 0.03% 235
2021
Q1 		– Sell
-4,835
Closed -$946K – 445
2020
Q4 		$946K Sell
4,835
-1,711
-26% -$359K 0.05% 203
2020
Q3 		$1.28M Sell
6,546
-9,372
-59% -$1.81M 0.07% 176
2020
Q2 		$2.87M Hold
15,918
– – 0.16% 131
2020
Q1 		$2.36M Hold
15,918
– – 0.16% 133
2019
Q4 		$3M Hold
15,918
– – 0.19% 132
2019
Q3 		$2.77M Hold
15,918
– – 0.2% 135
2019
Q2 		$2.74M Hold
15,918
– – 0.21% 130
2019
Q1 		$2.65M Hold
15,918
– – 0.21% 126
2018
Q4 		$2.34M Hold
15,918
– – 0.22% 125
2018
Q3 		$2.74M Buy
+15,918
New +$2.7M 0.23% 121

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares Russell 3000 ETF (IWV) stake by 63% in Q3 2025, selling an estimated $1.47M and leaving 2,354 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #279.

Pinnacle Financial Partners (Tennessee) first reported a position in IWV in Q3 2018 and has held it in 25 quarters since. The position peaked at $3M in Q4 2019. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 2,354 shares of iShares Russell 3000 ETF worth $892K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 4,042 iShares Russell 3000 ETF shares in Q3 2025, an estimated $1.47M.
  • iShares Russell 3000 ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #279 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 25 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares Russell 3000 ETF position peaked at $3M in Q4 2019.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

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