Pinnacle Financial Partners (Tennessee)’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$601K	Hold	3,069	–	–	0.01%	314
2025 Q2	$532K	Buy	3,069 +264	+9%	+$40K	0.01%	327
2025 Q1	$394K	Hold	2,805	–	–	0.01%	353
2024 Q4	$447K	Sell	2,805 -235	-8%	-$37.2K	0.01%	333
2024 Q3	$461K	Hold	3,040	–	–	0.01%	330
2024 Q2	$458K	Sell	3,040 -151	-5%	-$20.9K	0.01%	329
2024 Q1	$431K	Sell	3,191 -2	-0.1%	-$260	0.01%	335
2023 Q4	$392K	Buy	+3,193	New	+$362K	0.01%	332

Other funds holding IYW

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) held its iShares US Technology ETF (IYW) position steady in Q3 2025 at 3,069 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #314.

Pinnacle Financial Partners (Tennessee) first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 3,069 shares of iShares US Technology ETF worth $601K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its iShares US Technology ETF share count unchanged in Q3 2025.
iShares US Technology ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #314 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

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