Pinnacle Financial Partners (Tennessee)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$339K	Hold	1,238	–	–	0.01%	383
2025 Q2	$305K	Hold	1,238	–	–	0.01%	382
2025 Q1	$261K	Hold	1,238	–	–	0.01%	402
2024 Q4	$291K	Hold	1,238	–	–	0.01%	381
2024 Q3	$272K	Buy	+1,238	New	+$263K	0.01%	388
2019 Q1	–	Sell	-34,191	Closed	-$2.45M	–	458
2018 Q4	$2.45M	Buy	+34,191	New	+$2.65M	0.23%	121

Other funds holding IWY

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2025 at 1,238 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #383.

Pinnacle Financial Partners (Tennessee) first reported a position in IWY in Q4 2018 and has held it in 6 quarters since. The position peaked at $2.45M in Q4 2018. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 1,238 shares of iShares Russell Top 200 Growth ETF worth $339K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2025.
iShares Russell Top 200 Growth ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #383 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and has held it in 6 quarters since.
Pinnacle Financial Partners (Tennessee)'s iShares Russell Top 200 Growth ETF position peaked at $2.45M in Q4 2018.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

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