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

Pinnacle Private Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$345K Buy
2,381
+90
+4% +$14.1K 0.14% 176
2022
Q1 		$380K Buy
2,291
+415
+22% +$68.2K 0.12% 185
2021
Q4 		$315K Buy
+1,876
New +$307K 0.1% 203

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Pinnacle Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q2 2022, buying an estimated $14.1K and bringing the position to 2,381 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #176.

Pinnacle Private Wealth first reported a position in IWD in Q4 2021 and has held it in 3 quarters since. The position peaked at $380K in Q1 2022. 1,347 funds tracked by Wall St. Rank hold IWD as of Q2 2022.

  • Pinnacle Private Wealth held 2,381 shares of iShares Russell 1000 Value ETF worth $345K as of Q2 2022.
  • Pinnacle Private Wealth bought 90 iShares Russell 1000 Value ETF shares in Q2 2022, an estimated $14.1K.
  • iShares Russell 1000 Value ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #176 holding.
  • Pinnacle Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Russell 1000 Value ETF position peaked at $380K in Q1 2022.
  • 1,347 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2022.

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