Pinnacle Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.95M	Sell	24,569 -4,155	-14%	-$362K	0.76%	27
2022 Q1	$2.89M	Buy	28,724 +50	+0.2%	+$4.98K	0.9%	19
2021 Q4	$3.3M	Buy	+28,674	New	+$3.34M	1.04%	13

Other funds holding IWP

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

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Pinnacle Private Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2022, selling an estimated $362K and leaving 24,569 shares worth $1.95M. The position accounts for 0.76% of the portfolio, ranked #27.

Pinnacle Private Wealth first reported a position in IWP in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.3M in Q4 2021. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Pinnacle Private Wealth held 24,569 shares of iShares Russell Mid-Cap Growth ETF worth $1.95M as of Q2 2022.
Pinnacle Private Wealth sold 4,155 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $362K.
iShares Russell Mid-Cap Growth ETF made up 0.76% of Pinnacle Private Wealth's portfolio in Q2 2022, its #27 holding.
Pinnacle Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $3.3M in Q4 2021.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

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