Pinnacle Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $32.2M | Sell |
171,254
-7,118
| -4% | -$1.34M | 0.65% | 31 |
|
|
2024
Q4 | $33M | Buy |
178,372
+20,750
| +13% | +$3.84M | 0.67% | 26 |
|
|
2024
Q3 | $29.9M | Sell |
157,622
-2,682
| -2% | -$509K | 0.6% | 37 |
|
|
2024
Q2 | $28M | Sell |
160,304
-1,598
| -1% | -$279K | 0.6% | 39 |
|
|
2024
Q1 | $29M | Sell |
161,902
-8,701
| -5% | -$1.56M | 0.63% | 36 |
|
|
2023
Q4 | $28.2M | Buy |
170,603
+8,365
| +5% | +$1.38M | 0.67% | 29 |
|
|
2023
Q3 | $24.6M | Buy |
162,238
+140
| +0.1% | +$21.3K | 0.64% | 40 |
|
|
2023
Q2 | $25.6M | Sell |
162,098
-6,798
| -4% | -$1.07M | 0.64% | 37 |
|
|
2023
Q1 | $25.7M | Buy |
168,896
+2,032
| +1% | +$309K | 0.69% | 36 |
|
|
2022
Q4 | $25.3M | Buy |
166,864
+14,969
| +10% | +$2.27M | 0.73% | 34 |
|
|
2022
Q3 | $20.7M | Buy |
151,895
+558
| +0.4% | +$75.9K | 0.75% | 35 |
|
|
2022
Q2 | $21.9M | Sell |
151,337
-4,030
| -3% | -$584K | 0.78% | 31 |
|
|
2022
Q1 | $25.8M | Sell |
155,367
-3,961
| -2% | -$657K | 0.82% | 30 |
|
|
2021
Q4 | $26.8M | Buy |
159,328
+881
| +0.6% | +$148K | 0.84% | 27 |
|
|
2021
Q3 | $24.8M | Sell |
158,447
-8,315
| -5% | -$1.3M | 0.87% | 25 |
|
|
2021
Q2 | $26.5M | Buy |
166,762
+15,465
| +10% | +$2.45M | 1.07% | 19 |
|
|
2021
Q1 | $22.8M | Sell |
151,297
-1,736
| -1% | -$262K | 1.03% | 23 |
|
|
2020
Q4 | $20.8M | Sell |
153,033
-2,900
| -2% | -$394K | 1.03% | 18 |
|
|
2020
Q3 | $18.4M | Buy |
155,933
+4,123
| +3% | +$487K | 1% | 23 |
|
|
2020
Q2 | $17.1M | Sell |
151,810
-5,706
| -4% | -$643K | 0.98% | 22 |
|
|
2020
Q1 | $15.6M | Buy |
157,516
+14,339
| +10% | +$1.42M | 1.08% | 21 |
|
|
2019
Q4 | $19.5M | Buy |
143,177
+770
| +0.5% | +$105K | 1.21% | 13 |
|
|
2019
Q3 | $18.3M | Sell |
142,407
-10,274
| -7% | -$1.32M | 1.31% | 12 |
|
|
2019
Q2 | $19.4M | Sell |
152,681
-7,825
| -5% | -$995K | 1.46% | 11 |
|
|
2019
Q1 | $19.8M | Sell |
160,506
-7,254
| -4% | -$896K | 1.6% | 8 |
|
|
2018
Q4 | $18.6M | Buy |
167,760
+592
| +0.4% | +$65.7K | 1.76% | 6 |
|
|
2018
Q3 | $21.2M | Buy |
167,168
+3,209
| +2% | +$406K | 1.78% | 7 |
|
|
2018
Q2 | $19.9M | Sell |
163,959
-7,707
| -4% | -$935K | 1.89% | 6 |
|
|
2018
Q1 | $20.6M | Sell |
171,666
-519
| -0.3% | -$62.3K | 2.09% | 5 |
|
|
2017
Q4 | $21.4M | Sell |
172,185
-4,710
| -3% | -$586K | 2.26% | 5 |
|
|
2017
Q3 | $21M | Buy |
176,895
+170,405
| +2,626% | +$20.2M | 2.69% | 4 |
|
|
2017
Q2 | $756K | Sell |
6,490
-184
| -3% | -$21.4K | 0.11% | 169 |
|
|
2017
Q1 | $767K | Sell |
6,674
-3,459
| -34% | -$398K | 0.15% | 141 |
|
|
2016
Q4 | $1.14M | Buy |
10,133
+7,201
| +246% | +$807K | 0.25% | 116 |
|
|
2016
Q3 | $309K | Hold |
2,932
| – | – | 0.07% | 209 |
|
|
2016
Q2 | $309K | Buy |
+2,932
| New | +$309K | 0.07% | 202 |
|