Pinnacle Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.09M | Buy |
6,328
+351
| +6% | +$116K | 0.04% | 225 |
|
|
2024
Q4 | $1.96M | Buy |
5,977
+220
| +4% | +$72.2K | 0.04% | 229 |
|
|
2024
Q3 | $1.88M | Buy |
5,757
+922
| +19% | +$301K | 0.04% | 233 |
|
|
2024
Q2 | $1.45M | Hold |
4,835
| – | – | 0.03% | 246 |
|
|
2024
Q1 | $1.45M | Sell |
4,835
-3,302
| -41% | -$991K | 0.03% | 241 |
|
|
2023
Q4 | $2.23M | Hold |
8,137
| – | – | 0.05% | 201 |
|
|
2023
Q3 | $1.99M | Hold |
8,137
| – | – | 0.05% | 198 |
|
|
2023
Q2 | $2.07M | Hold |
8,137
| – | – | 0.05% | 191 |
|
|
2023
Q1 | $1.92M | Hold |
8,137
| – | – | 0.05% | 203 |
|
|
2022
Q4 | $1.8M | Buy |
8,137
+4,158
| +104% | +$918K | 0.05% | 205 |
|
|
2022
Q3 | $824K | Hold |
3,979
| – | – | 0.03% | 248 |
|
|
2022
Q2 | $865K | Hold |
3,979
| – | – | 0.03% | 239 |
|
|
2022
Q1 | $1.04M | Buy |
+3,979
| New | +$1.04M | 0.03% | 235 |
|
|
2021
Q1 | – | Sell |
-4,835
| Closed | -$946K | – | 445 |
|
|
2020
Q4 | $946K | Sell |
4,835
-1,711
| -26% | -$335K | 0.05% | 203 |
|
|
2020
Q3 | $1.28M | Sell |
6,546
-9,372
| -59% | -$1.83M | 0.07% | 176 |
|
|
2020
Q2 | $2.87M | Hold |
15,918
| – | – | 0.16% | 131 |
|
|
2020
Q1 | $2.36M | Hold |
15,918
| – | – | 0.16% | 133 |
|
|
2019
Q4 | $3M | Hold |
15,918
| – | – | 0.19% | 132 |
|
|
2019
Q3 | $2.77M | Hold |
15,918
| – | – | 0.2% | 135 |
|
|
2019
Q2 | $2.74M | Hold |
15,918
| – | – | 0.21% | 130 |
|
|
2019
Q1 | $2.65M | Hold |
15,918
| – | – | 0.21% | 126 |
|
|
2018
Q4 | $2.34M | Hold |
15,918
| – | – | 0.22% | 125 |
|
|
2018
Q3 | $2.74M | Buy |
+15,918
| New | +$2.74M | 0.23% | 121 |
|