Pinnacle Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.92M | Buy |
68,668
+11,786
| +21% | +$1.02M | 0.12% | 162 |
|
|
2024
Q4 | $5.02M | Buy |
56,882
+2,265
| +4% | +$200K | 0.1% | 170 |
|
|
2024
Q3 | $4.81M | Buy |
54,617
+6,781
| +14% | +$598K | 0.1% | 174 |
|
|
2024
Q2 | $3.94M | Sell |
47,836
-256
| -0.5% | -$21.1K | 0.08% | 181 |
|
|
2024
Q1 | $4.04M | Sell |
48,092
-2,449
| -5% | -$206K | 0.09% | 178 |
|
|
2023
Q4 | $3.93M | Sell |
50,541
-9,359
| -16% | -$727K | 0.09% | 172 |
|
|
2023
Q3 | $4.15M | Buy |
59,900
+1,088
| +2% | +$75.3K | 0.11% | 161 |
|
|
2023
Q2 | $4.3M | Buy |
58,812
+1,186
| +2% | +$86.6K | 0.11% | 155 |
|
|
2023
Q1 | $4.03M | Buy |
57,626
+5,878
| +11% | +$411K | 0.11% | 156 |
|
|
2022
Q4 | $3.49M | Sell |
51,748
-177
| -0.3% | -$11.9K | 0.1% | 162 |
|
|
2022
Q3 | $3.23M | Buy |
51,925
+13,428
| +35% | +$835K | 0.12% | 157 |
|
|
2022
Q2 | $2.49M | Buy |
38,497
+4,243
| +12% | +$274K | 0.09% | 171 |
|
|
2022
Q1 | $2.67M | Buy |
34,254
+5,407
| +19% | +$422K | 0.08% | 174 |
|
|
2021
Q4 | $2.39M | Buy |
28,847
+3,355
| +13% | +$278K | 0.07% | 181 |
|
|
2021
Q3 | $1.99M | Buy |
25,492
+3,030
| +13% | +$237K | 0.07% | 185 |
|
|
2021
Q2 | $1.78M | Sell |
22,462
-212
| -0.9% | -$16.8K | 0.07% | 170 |
|
|
2021
Q1 | $1.62M | Buy |
22,674
+769
| +4% | +$55K | 0.07% | 173 |
|
|
2020
Q4 | $1.4M | Hold |
21,905
| – | – | 0.07% | 186 |
|
|
2020
Q3 | $1.26M | Sell |
21,905
-362
| -2% | -$20.8K | 0.07% | 177 |
|
|
2020
Q2 | $1.19M | Buy |
22,267
+2,859
| +15% | +$153K | 0.07% | 178 |
|
|
2020
Q1 | $838K | Sell |
19,408
-1,311
| -6% | -$56.6K | 0.06% | 200 |
|
|
2019
Q4 | $1.24M | Buy |
20,719
+35
| +0.2% | +$2.09K | 0.08% | 187 |
|
|
2019
Q3 | $1.16M | Buy |
20,684
+104
| +0.5% | +$5.82K | 0.08% | 181 |
|
|
2019
Q2 | $1.15M | Buy |
20,580
+1,141
| +6% | +$63.8K | 0.09% | 183 |
|
|
2019
Q1 | $1.05M | Sell |
19,439
-10,378
| -35% | -$560K | 0.08% | 182 |
|
|
2018
Q4 | $1.39M | Sell |
29,817
-275
| -0.9% | -$12.8K | 0.13% | 154 |
|
|
2018
Q3 | $1.66M | Buy |
30,092
+228
| +0.8% | +$12.6K | 0.14% | 155 |
|
|
2018
Q2 | $1.58M | Buy |
29,864
+14,100
| +89% | +$748K | 0.15% | 146 |
|
|
2018
Q1 | $814K | Buy |
+15,764
| New | +$814K | 0.08% | 182 |
|
|
2017
Q3 | – | Sell |
-416
| Closed | -$20K | – | 372 |
|
|
2017
Q2 | $20K | Buy |
+416
| New | +$20K | ﹤0.01% | 391 |
|