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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$17.7M	Buy	+77,284	New	+$17.4M	0.72%	35

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2021: 77,284 shares worth $17.7M. The stake represents 0.72% of the portfolio and ranks #35 among its holdings.

1,822 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Pinnacle Wealth Advisors held 77,284 shares of iShares Russell 2000 ETF worth $17.7M as of Q2 2021.
iShares Russell 2000 ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Russell 2000 ETF made up 0.72% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #35 holding.
1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

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