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

Pinnacle Wealth Advisors’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
2021 Q2	$1.62M	Buy	+9,781	New	+$1.61M	0.07%	178

Other funds holding IWN

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Pinnacle Wealth Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2021: 9,781 shares worth $1.62M. The stake represents 0.07% of the portfolio and ranks #178 among its holdings.

851 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

Pinnacle Wealth Advisors held 9,781 shares of iShares Russell 2000 Value ETF worth $1.62M as of Q2 2021.
iShares Russell 2000 Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Russell 2000 Value ETF made up 0.07% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #178 holding.
851 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

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