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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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. 1,020 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.
1,020 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.