Pinnacle Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Hold |
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|
2025
Q2 | $1.29M | Hold |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $836K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $635K | Buy |
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