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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$333K	Buy	+1,068	New	+$321K	0.01%	300

Other funds holding IWO

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Pinnacle Wealth Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2021: 1,068 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Pinnacle Wealth Advisors held 1,068 shares of iShares Russell 2000 Growth ETF worth $333K as of Q2 2021.
iShares Russell 2000 Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Russell 2000 Growth ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #300 holding.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

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