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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$382K	Sell	2,803 -19	-0.7%	-$2.83K	0.15%	162
2022 Q1	$456K	Buy	2,822 +561	+25%	+$89.4K	0.14%	167
2021 Q4	$376K	Buy	+2,261	New	+$377K	0.12%	184

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Pinnacle Private Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.67% in Q2 2022, selling an estimated $2.83K and leaving 2,803 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #162.

Pinnacle Private Wealth first reported a position in IWN in Q4 2021 and has held it in 3 quarters since. The position peaked at $456K in Q1 2022. 878 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

Pinnacle Private Wealth held 2,803 shares of iShares Russell 2000 Value ETF worth $382K as of Q2 2022.
Pinnacle Private Wealth sold 19 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $2.83K.
iShares Russell 2000 Value ETF made up 0.15% of Pinnacle Private Wealth's portfolio in Q2 2022, its #162 holding.
Pinnacle Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares Russell 2000 Value ETF position peaked at $456K in Q1 2022.
878 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

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