Pinnacle Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $567K | Sell |
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|
2025
Q2 | $776K | Buy |
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|
2025
Q1 | $676K | Buy |
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|
2024
Q4 | $723K | Buy |
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|
2024
Q3 | $693K | Buy |
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|
2024
Q2 | $648K | Hold |
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|
2024
Q1 | $660K | Buy |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $194K | Sell |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $190K | Buy |
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|
2020
Q1 | $145K | Buy |
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|
2019
Q4 | $196K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $179K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $196K | Buy |
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|
2018
Q2 | $163K | Hold |
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|
2018
Q1 | $152K | Sell |
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|
2017
Q4 | $250K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $238K | Sell |
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|
2017
Q1 | $251K | Hold |
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|
2016
Q4 | $239K | Buy |
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|
2016
Q3 | $210K | Hold |
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|
2016
Q2 | $193K | Hold |
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|
2016
Q1 | $187K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $100K | Hold |
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|
2015
Q2 | $116K | Hold |
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|
2015
Q1 | $114K | Sell |
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|
2014
Q4 | $130K | Hold |
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|
2014
Q3 | $118K | Hold |
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|
2014
Q2 | $126K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $259K | Hold |
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|
2013
Q2 | $230K | Buy |
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