Pinnacle Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pinnacle Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$26.5M	Buy	+166,762	New	+$26.4M	1.07%	19

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Advisors's IWD Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2021: 166,762 shares worth $26.5M. The stake represents 1.07% of the portfolio and ranks #19 among its holdings.

1,227 funds tracked by Wall St. Rank hold IWD as of Q2 2021.

Pinnacle Wealth Advisors held 166,762 shares of iShares Russell 1000 Value ETF worth $26.5M as of Q2 2021.
iShares Russell 1000 Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Russell 1000 Value ETF made up 1.07% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #19 holding.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.