Pinnacle Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.17M | Buy |
3,813
+26
| +0.7% | +$7.98K | 0.02% | 265 |
|
|
2024
Q4 | $1.22M | Buy |
3,787
+25
| +0.7% | +$8.05K | 0.02% | 259 |
|
|
2024
Q3 | $1.18M | Buy |
3,762
+60
| +2% | +$18.9K | 0.02% | 261 |
|
|
2024
Q2 | $1.1M | Buy |
3,702
+40
| +1% | +$11.9K | 0.02% | 269 |
|
|
2024
Q1 | $1.05M | Buy |
3,662
+473
| +15% | +$136K | 0.02% | 267 |
|
|
2023
Q4 | $836K | Buy |
+3,189
| New | +$836K | 0.02% | 269 |
|
|
2022
Q4 | – | Sell |
-1,495
| Closed | -$295K | – | 573 |
|
|
2022
Q3 | $295K | Hold |
1,495
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $311K | Buy |
+1,495
| New | +$311K | 0.01% | 311 |
|
|
2022
Q1 | – | Sell |
-1,817
| Closed | -$480K | – | 461 |
|
|
2021
Q4 | $480K | Hold |
1,817
| – | – | 0.02% | 288 |
|
|
2021
Q3 | $439K | Buy |
+1,817
| New | +$439K | 0.02% | 289 |
|
|
2021
Q2 | – | Sell |
-2,835
| Closed | -$635K | – | 472 |
|
|
2021
Q1 | $635K | Buy |
+2,835
| New | +$635K | 0.03% | 235 |
|