Pinnacle Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Pinnacle Financial Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$19.7M	Sell	93,971 -965	-1%	-$202K	0.4%	63
2024 Q4	$21M	Sell	94,936 -839	-0.9%	-$185K	0.42%	56
2024 Q3	$21.2M	Buy	95,775 +1,635	+2%	+$361K	0.43%	62
2024 Q2	$19.4M	Sell	94,140 -170	-0.2%	-$35.1K	0.42%	60
2024 Q1	$19.8M	Buy	94,310 +801	+0.9%	+$168K	0.43%	65
2023 Q4	$18.8M	Sell	93,509 -7,298	-7%	-$1.46M	0.45%	60
2023 Q3	$17.8M	Buy	100,807 +1,544	+2%	+$273K	0.46%	59
2023 Q2	$18.6M	Sell	99,263 -538	-0.5%	-$101K	0.47%	57
2023 Q1	$17.8M	Buy	99,801 +8,050	+9%	+$1.44M	0.48%	59
2022 Q4	$16M	Sell	91,751 -7,384	-7%	-$1.29M	0.46%	65
2022 Q3	$16.3M	Buy	99,135 +1,347	+1%	+$222K	0.59%	46
2022 Q2	$16.6M	Buy	97,788 +4,512	+5%	+$764K	0.59%	46
2022 Q1	$19.1M	Buy	93,276 +10,039	+12%	+$2.06M	0.61%	42
2021 Q4	$18.5M	Buy	83,237 +4,247	+5%	+$945K	0.58%	49
2021 Q3	$17.3M	Buy	78,990 +1,706	+2%	+$373K	0.61%	48
2021 Q2	$17.7M	Buy	77,284 +3,370	+5%	+$773K	0.72%	35
2021 Q1	$15.6M	Buy	73,914 +7,711	+12%	+$1.62M	0.7%	38
2020 Q4	$11.7M	Buy	66,203 +48	+0.1%	+$8.51K	0.58%	49
2020 Q3	$9.91M	Sell	66,155 -12,261	-16%	-$1.84M	0.54%	53
2020 Q2	$11.2M	Sell	78,416 -318	-0.4%	-$45.5K	0.64%	44
2020 Q1	$9.01M	Buy	78,734 +50,081	+175%	+$5.73M	0.62%	41
2019 Q4	$4.75M	Buy	28,653 +1,769	+7%	+$293K	0.29%	99
2019 Q3	$4.07M	Sell	26,884 -153	-0.6%	-$23.2K	0.29%	102
2019 Q2	$4.2M	Buy	27,037 +1,240	+5%	+$193K	0.32%	97
2019 Q1	$3.95M	Buy	25,797 +2,281	+10%	+$349K	0.32%	96
2018 Q4	$3.15M	Sell	23,516 -11,343	-33%	-$1.52M	0.3%	99
2018 Q3	$5.88M	Buy	34,859 +13,007	+60%	+$2.19M	0.49%	61
2018 Q2	$3.58M	Buy	21,852 +3,589	+20%	+$588K	0.34%	88
2018 Q1	$2.77M	Buy	18,263 +2,858	+19%	+$434K	0.28%	106
2017 Q4	$2.35M	Buy	15,405 +984	+7%	+$150K	0.25%	115
2017 Q3	$2.14M	Buy	14,421 +2,334	+19%	+$346K	0.27%	104
2017 Q2	$1.7M	Buy	+12,087	New	+$1.7M	0.24%	117