Pinnacle Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$319K Buy
1,883
+234
+14% +$43.1K 0.12% 186
2022
Q1
$339K Buy
+1,649
New +$336K 0.11% 203

Other funds holding IWM

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

Pinnacle Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2022, buying an estimated $43.1K and bringing the position to 1,883 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #186.

Pinnacle Private Wealth first reported a position in IWM in Q1 2022 and has held it in 2 quarters since. The position peaked at $339K in Q1 2022. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Pinnacle Private Wealth held 1,883 shares of iShares Russell 2000 ETF worth $319K as of Q2 2022.
  • Pinnacle Private Wealth bought 234 iShares Russell 2000 ETF shares in Q2 2022, an estimated $43.1K.
  • iShares Russell 2000 ETF made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #186 holding.
  • Pinnacle Private Wealth first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's iShares Russell 2000 ETF position peaked at $339K in Q1 2022.
  • 1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

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