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Pinnacle Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pinnacle Holdings’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-828
Closed -$40.8K – 217
2017
Q3 		$40.8K Buy
+828
New +$40K 0.02% 182

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pinnacle Holdings's IWR Position: Q4 2017 in Review

Pinnacle Holdings sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2017, closing a stake of 828 shares — an estimated $40.8K sold.

Pinnacle Holdings first reported a position in IWR in Q3 2017 and held it in 1 quarter. The position peaked at $40.8K in Q3 2017. 655 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • Pinnacle Holdings reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Pinnacle Holdings sold 828 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $40.8K.
  • Pinnacle Holdings first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Pinnacle Holdings's iShares Russell Mid-Cap ETF position peaked at $40.8K in Q3 2017.
  • 655 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Pinnacle Holdings's 13F filing for Q4 2017, filed 12 Feb 2018.