Pinnacle Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.29M | Buy |
14,406
+75
| +0.5% | +$11.9K | 0.05% | 217 |
|
|
2024
Q4 | $2.38M | Buy |
14,331
+291
| +2% | +$48.2K | 0.05% | 215 |
|
|
2024
Q3 | $2.34M | Buy |
14,040
+53
| +0.4% | +$8.84K | 0.05% | 214 |
|
|
2024
Q2 | $2.19M | Sell |
13,987
-54
| -0.4% | -$8.44K | 0.05% | 217 |
|
|
2024
Q1 | $2.23M | Sell |
14,041
-276
| -2% | -$43.8K | 0.05% | 211 |
|
|
2023
Q4 | $2.22M | Buy |
14,317
+465
| +3% | +$72.2K | 0.05% | 202 |
|
|
2023
Q3 | $1.88M | Sell |
13,852
-63
| -0.5% | -$8.54K | 0.05% | 205 |
|
|
2023
Q2 | $1.96M | Sell |
13,915
-165
| -1% | -$23.2K | 0.05% | 198 |
|
|
2023
Q1 | $1.93M | Buy |
14,080
+37
| +0.3% | +$5.07K | 0.05% | 202 |
|
|
2022
Q4 | $1.95M | Buy |
14,043
+4,640
| +49% | +$643K | 0.06% | 204 |
|
|
2022
Q3 | $1.21M | Sell |
9,403
-74
| -0.8% | -$9.54K | 0.04% | 221 |
|
|
2022
Q2 | $1.29M | Buy |
9,477
+22
| +0.2% | +$3K | 0.05% | 212 |
|
|
2022
Q1 | $1.53M | Sell |
9,455
-322
| -3% | -$52K | 0.05% | 207 |
|
|
2021
Q4 | $1.62M | Buy |
9,777
+118
| +1% | +$19.6K | 0.05% | 206 |
|
|
2021
Q3 | $1.55M | Sell |
9,659
-122
| -1% | -$19.5K | 0.05% | 199 |
|
|
2021
Q2 | $1.62M | Sell |
9,781
-922
| -9% | -$153K | 0.07% | 178 |
|
|
2021
Q1 | $1.53M | Sell |
10,703
-867
| -7% | -$124K | 0.07% | 177 |
|
|
2020
Q4 | $1.31M | Sell |
11,570
-44
| -0.4% | -$4.99K | 0.06% | 191 |
|
|
2020
Q3 | $1.15M | Sell |
11,614
-981
| -8% | -$97.4K | 0.06% | 183 |
|
|
2020
Q2 | $1.23M | Buy |
12,595
+243
| +2% | +$23.7K | 0.07% | 176 |
|
|
2020
Q1 | $1.01M | Sell |
12,352
-3,761
| -23% | -$308K | 0.07% | 184 |
|
|
2019
Q4 | $2.07M | Sell |
16,113
-25
| -0.2% | -$3.21K | 0.13% | 158 |
|
|
2019
Q3 | $1.93M | Sell |
16,138
-283
| -2% | -$33.8K | 0.14% | 156 |
|
|
2019
Q2 | $1.98M | Buy |
16,421
+2,344
| +17% | +$282K | 0.15% | 153 |
|
|
2019
Q1 | $1.69M | Buy |
14,077
+1,150
| +9% | +$138K | 0.14% | 151 |
|
|
2018
Q4 | $1.39M | Sell |
12,927
-301
| -2% | -$32.4K | 0.13% | 153 |
|
|
2018
Q3 | $1.76M | Buy |
13,228
+423
| +3% | +$56.2K | 0.15% | 150 |
|
|
2018
Q2 | $1.69M | Sell |
12,805
-149
| -1% | -$19.7K | 0.16% | 142 |
|
|
2018
Q1 | $1.58M | Sell |
12,954
-274
| -2% | -$33.4K | 0.16% | 146 |
|
|
2017
Q4 | $1.66M | Buy |
13,228
+1,374
| +12% | +$173K | 0.18% | 137 |
|
|
2017
Q3 | $1.47M | Sell |
11,854
-1,493
| -11% | -$185K | 0.19% | 122 |
|
|
2017
Q2 | $1.59M | Hold |
13,347
| – | – | 0.23% | 123 |
|
|
2017
Q1 | $1.58M | Buy |
13,347
+295
| +2% | +$34.9K | 0.31% | 106 |
|
|
2016
Q4 | $1.55M | Buy |
13,052
+658
| +5% | +$78.3K | 0.34% | 96 |
|
|
2016
Q3 | $1.29M | Hold |
12,394
| – | – | 0.29% | 104 |
|
|
2016
Q2 | $1.22M | Sell |
12,394
-128
| -1% | -$12.6K | 0.28% | 105 |
|
|
2016
Q1 | $1.17M | Buy |
12,522
+4,888
| +64% | +$456K | 0.3% | 102 |
|
|
2015
Q4 | $702K | Sell |
7,634
-915
| -11% | -$84.1K | 0.22% | 120 |
|
|
2015
Q3 | $771K | Sell |
8,549
-75
| -0.9% | -$6.76K | 0.24% | 110 |
|
|
2015
Q2 | $879K | Sell |
8,624
-10
| -0.1% | -$1.02K | 0.28% | 102 |
|
|
2015
Q1 | $891K | Buy |
8,634
+17
| +0.2% | +$1.75K | 0.3% | 97 |
|
|
2014
Q4 | $877K | Buy |
8,617
+2,140
| +33% | +$218K | 0.31% | 93 |
|
|
2014
Q3 | $606K | Buy |
6,477
+3,177
| +96% | +$297K | 0.23% | 113 |
|
|
2014
Q2 | $341K | Buy |
3,300
+780
| +31% | +$80.6K | 0.14% | 142 |
|
|
2014
Q1 | $254K | Hold |
2,520
| – | – | 0.11% | 147 |
|
|
2013
Q4 | $251K | Sell |
2,520
-3,930
| -61% | -$391K | 0.11% | 137 |
|
|
2013
Q3 | $591K | Sell |
6,450
-1,672
| -21% | -$153K | 0.29% | 84 |
|
|
2013
Q2 | $698K | Buy |
+8,122
| New | +$698K | 0.36% | 78 |
|