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

Pinnacle Private Wealth’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5.38M	Buy	98,376 +8,420	+9%	+$505K	2.11%	4
2022 Q1	$6.24M	Buy	89,956 +8,580	+11%	+$586K	1.95%	4
2021 Q4	$6.22M	Buy	+81,376	New	+$6.03M	1.95%	4

Other funds holding IWF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Pinnacle Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.4% in Q2 2022, buying an estimated $505K and bringing the position to 98,376 shares worth $5.38M. The position accounts for 2.11% of the portfolio, ranked #4.

Pinnacle Private Wealth first reported a position in IWF in Q4 2021 and has held it in 3 quarters since. The position peaked at $6.24M in Q1 2022. 1,596 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Pinnacle Private Wealth held 98,376 shares of iShares Russell 1000 Growth ETF worth $5.38M as of Q2 2022.
Pinnacle Private Wealth bought 8,420 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $505K.
iShares Russell 1000 Growth ETF made up 2.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #4 holding.
Pinnacle Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares Russell 1000 Growth ETF position peaked at $6.24M in Q1 2022.
1,596 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

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