Pinnacle Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.9M | Buy |
118,407
+4,535
| +4% | +$533K | 0.28% | 94 |
|
|
2024
Q4 | $14.4M | Buy |
113,872
+3,805
| +3% | +$482K | 0.29% | 89 |
|
|
2024
Q3 | $12.9M | Buy |
110,067
+3,121
| +3% | +$366K | 0.26% | 103 |
|
|
2024
Q2 | $11.8M | Buy |
106,946
+3,471
| +3% | +$383K | 0.25% | 98 |
|
|
2024
Q1 | $11.8M | Buy |
103,475
+5,101
| +5% | +$582K | 0.26% | 100 |
|
|
2023
Q4 | $10.3M | Buy |
98,374
+5,873
| +6% | +$613K | 0.24% | 100 |
|
|
2023
Q3 | $8.45M | Buy |
92,501
+3,732
| +4% | +$341K | 0.22% | 110 |
|
|
2023
Q2 | $8.58M | Buy |
88,769
+2,948
| +3% | +$285K | 0.22% | 111 |
|
|
2023
Q1 | $7.81M | Buy |
85,821
+1,281
| +2% | +$117K | 0.21% | 115 |
|
|
2022
Q4 | $7.07M | Sell |
84,540
-8,937
| -10% | -$747K | 0.2% | 114 |
|
|
2022
Q3 | $7.33M | Sell |
93,477
-7,536
| -7% | -$591K | 0.27% | 107 |
|
|
2022
Q2 | $8M | Sell |
101,013
-1,317
| -1% | -$104K | 0.29% | 106 |
|
|
2022
Q1 | $10.3M | Sell |
102,330
-1,020
| -1% | -$103K | 0.33% | 94 |
|
|
2021
Q4 | $11.9M | Sell |
103,350
-7,518
| -7% | -$866K | 0.37% | 81 |
|
|
2021
Q3 | $12.4M | Buy |
110,868
+395
| +0.4% | +$44.3K | 0.44% | 71 |
|
|
2021
Q2 | $12.5M | Buy |
110,473
+16,657
| +18% | +$1.89M | 0.51% | 66 |
|
|
2021
Q1 | $9.58M | Sell |
93,816
-1,374
| -1% | -$140K | 0.43% | 77 |
|
|
2020
Q4 | $9.78M | Sell |
95,190
-1,068
| -1% | -$110K | 0.48% | 63 |
|
|
2020
Q3 | $8.32M | Sell |
96,258
-1,380
| -1% | -$119K | 0.45% | 67 |
|
|
2020
Q2 | $7.72M | Buy |
97,638
+410
| +0.4% | +$32.4K | 0.44% | 64 |
|
|
2020
Q1 | $5.91M | Sell |
97,228
-1,686
| -2% | -$103K | 0.41% | 74 |
|
|
2019
Q4 | $7.55M | Buy |
98,914
+3,750
| +4% | +$286K | 0.47% | 65 |
|
|
2019
Q3 | $6.73M | Buy |
95,164
+732
| +0.8% | +$51.7K | 0.48% | 63 |
|
|
2019
Q2 | $6.73M | Buy |
94,432
+10,218
| +12% | +$728K | 0.51% | 61 |
|
|
2019
Q1 | $5.71M | Buy |
84,214
+926
| +1% | +$62.8K | 0.46% | 65 |
|
|
2018
Q4 | $4.74M | Buy |
83,288
+6,508
| +8% | +$370K | 0.45% | 66 |
|
|
2018
Q3 | $5.21M | Buy |
76,780
+494
| +0.6% | +$33.5K | 0.44% | 68 |
|
|
2018
Q2 | $4.83M | Buy |
76,286
+2,236
| +3% | +$142K | 0.46% | 64 |
|
|
2018
Q1 | $4.55M | Buy |
74,050
+2,816
| +4% | +$173K | 0.46% | 63 |
|
|
2017
Q4 | $4.3M | Buy |
71,234
+1,042
| +1% | +$62.9K | 0.45% | 64 |
|
|
2017
Q3 | $3.97M | Buy |
70,192
+11,738
| +20% | +$664K | 0.51% | 56 |
|
|
2017
Q2 | $3.16M | Buy |
58,454
+6,822
| +13% | +$369K | 0.45% | 71 |
|
|
2017
Q1 | $2.68M | Buy |
51,632
+17,224
| +50% | +$894K | 0.53% | 63 |
|
|
2016
Q4 | $1.68M | Buy |
34,408
+14,570
| +73% | +$709K | 0.36% | 88 |
|
|
2016
Q3 | $956K | Hold |
19,838
| – | – | 0.22% | 129 |
|
|
2016
Q2 | $956K | Buy |
19,838
+5,702
| +40% | +$275K | 0.22% | 122 |
|
|
2016
Q1 | $651K | Buy |
14,136
+2,422
| +21% | +$112K | 0.17% | 141 |
|
|
2015
Q4 | $538K | Buy |
11,714
+1,584
| +16% | +$72.8K | 0.17% | 143 |
|
|
2015
Q3 | $449K | Sell |
10,130
-106
| -1% | -$4.7K | 0.14% | 145 |
|
|
2015
Q2 | $495K | Sell |
10,236
-16
| -0.2% | -$774 | 0.16% | 140 |
|
|
2015
Q1 | $502K | Buy |
10,252
+1,868
| +22% | +$91.5K | 0.17% | 135 |
|
|
2014
Q4 | $391K | Buy |
8,384
+404
| +5% | +$18.8K | 0.14% | 153 |
|
|
2014
Q3 | $353K | Buy |
7,980
+380
| +5% | +$16.8K | 0.13% | 146 |
|
|
2014
Q2 | $340K | Sell |
7,600
-468
| -6% | -$20.9K | 0.14% | 143 |
|
|
2014
Q1 | $346K | Buy |
8,068
+202
| +3% | +$8.66K | 0.15% | 124 |
|
|
2013
Q4 | $332K | Buy |
+7,866
| New | +$332K | 0.15% | 120 |
|