Pinnacle Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $676K | Buy |
2,527
+2
| +0.1% | +$535 | 0.01% | 302 |
|
|
2024
Q4 | $723K | Buy |
2,525
+84
| +3% | +$24K | 0.01% | 293 |
|
|
2024
Q3 | $693K | Buy |
2,441
+4
| +0.2% | +$1.14K | 0.01% | 296 |
|
|
2024
Q2 | $648K | Hold |
2,437
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $660K | Buy |
2,437
+115
| +5% | +$31.2K | 0.01% | 300 |
|
|
2023
Q4 | $586K | Buy |
2,322
+31
| +1% | +$7.82K | 0.01% | 302 |
|
|
2023
Q3 | $514K | Buy |
2,291
+480
| +27% | +$108K | 0.01% | 296 |
|
|
2023
Q2 | $440K | Buy |
1,811
+769
| +74% | +$187K | 0.01% | 308 |
|
|
2023
Q1 | $236K | Buy |
1,042
+2
| +0.2% | +$454 | 0.01% | 364 |
|
|
2022
Q4 | $223K | Buy |
1,040
+576
| +124% | +$124K | 0.01% | 360 |
|
|
2022
Q3 | $96K | Buy |
464
+1
| +0.2% | +$207 | ﹤0.01% | 377 |
|
|
2022
Q2 | $96K | Hold |
463
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $118K | Sell |
463
-929
| -67% | -$237K | ﹤0.01% | 367 |
|
|
2021
Q4 | $408K | Buy |
1,392
+264
| +23% | +$77.4K | 0.01% | 306 |
|
|
2021
Q3 | $332K | Buy |
1,128
+60
| +6% | +$17.7K | 0.01% | 309 |
|
|
2021
Q2 | $333K | Sell |
1,068
-467
| -30% | -$146K | 0.01% | 300 |
|
|
2021
Q1 | $451K | Buy |
1,535
+661
| +76% | +$194K | 0.02% | 263 |
|
|
2020
Q4 | $194K | Sell |
874
-955
| -52% | -$212K | 0.01% | 342 |
|
|
2020
Q3 | $406K | Buy |
1,829
+911
| +99% | +$202K | 0.02% | 257 |
|
|
2020
Q2 | $190K | Buy |
918
+1
| +0.1% | +$207 | 0.01% | 313 |
|
|
2020
Q1 | $145K | Buy |
917
+1
| +0.1% | +$158 | 0.01% | 317 |
|
|
2019
Q4 | $196K | Buy |
+916
| New | +$196K | 0.01% | 356 |
|
|
2019
Q2 | – | Sell |
-911
| Closed | -$179K | – | 411 |
|
|
2019
Q1 | $179K | Buy |
+911
| New | +$179K | 0.01% | 328 |
|
|
2018
Q4 | – | Sell |
-910
| Closed | -$196K | – | 370 |
|
|
2018
Q3 | $196K | Buy |
910
+110
| +14% | +$23.7K | 0.02% | 330 |
|
|
2018
Q2 | $163K | Hold |
800
| – | – | 0.02% | 311 |
|
|
2018
Q1 | $152K | Sell |
800
-540
| -40% | -$103K | 0.02% | 315 |
|
|
2017
Q4 | $250K | Buy |
+1,340
| New | +$250K | 0.03% | 278 |
|
|
2017
Q3 | – | Sell |
-1,408
| Closed | -$238K | – | 371 |
|
|
2017
Q2 | $238K | Sell |
1,408
-147
| -9% | -$24.8K | 0.03% | 267 |
|
|
2017
Q1 | $251K | Hold |
1,555
| – | – | 0.05% | 215 |
|
|
2016
Q4 | $239K | Buy |
1,555
+147
| +10% | +$22.6K | 0.05% | 216 |
|
|
2016
Q3 | $210K | Hold |
1,408
| – | – | 0.05% | 257 |
|
|
2016
Q2 | $193K | Hold |
1,408
| – | – | 0.04% | 257 |
|
|
2016
Q1 | $187K | Buy |
+1,408
| New | +$187K | 0.05% | 233 |
|
|
2015
Q4 | – | Sell |
-750
| Closed | -$100K | – | 253 |
|
|
2015
Q3 | $100K | Hold |
750
| – | – | 0.03% | 224 |
|
|
2015
Q2 | $116K | Hold |
750
| – | – | 0.04% | 220 |
|
|
2015
Q1 | $114K | Sell |
750
-160
| -18% | -$24.3K | 0.04% | 213 |
|
|
2014
Q4 | $130K | Hold |
910
| – | – | 0.05% | 205 |
|
|
2014
Q3 | $118K | Hold |
910
| – | – | 0.05% | 188 |
|
|
2014
Q2 | $126K | Buy |
+910
| New | +$126K | 0.05% | 182 |
|
|
2013
Q4 | – | Sell |
-2,060
| Closed | -$259K | – | 185 |
|
|
2013
Q3 | $259K | Hold |
2,060
| – | – | 0.13% | 118 |
|
|
2013
Q2 | $230K | Buy |
+2,060
| New | +$230K | 0.12% | 121 |
|