Pinnacle Private Wealth
IWB icon

Pinnacle Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Pinnacle Private Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,755
Closed -$439K – 292
2022
Q1 		$439K Hold
1,755
– – 0.14% 172
2021
Q4 		$464K Buy
+1,755
New +$452K 0.15% 154

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Private Wealth's IWB Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 1,755 shares — an estimated $439K sold.

Pinnacle Private Wealth first reported a position in IWB in Q4 2021 and held it in 2 quarters. The position peaked at $464K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 1,755 iShares Russell 1000 ETF shares in Q2 2022, an estimated $439K.
  • Pinnacle Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's iShares Russell 1000 ETF position peaked at $464K in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.