Pinnacle Private Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
Other funds holding IWS
TF
CB
FCBT
Pinnacle Private Wealth's IWS Position: Q2 2022 in Review
Pinnacle Private Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 27% in Q2 2022, buying an estimated $72.7K and bringing the position to 3,079 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #192.
Pinnacle Private Wealth first reported a position in IWS in Q4 2021 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.
- Pinnacle Private Wealth held 3,079 shares of iShares Russell Mid-Cap Value ETF worth $313K as of Q2 2022.
- Pinnacle Private Wealth bought 650 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $72.7K.
- iShares Russell Mid-Cap Value ETF made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #192 holding.
- Pinnacle Private Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 3 quarters since.
- 757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.
Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.