Pinnacle Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$12.5M	Buy	+110,473	New	+$11.8M	0.51%	66

Other funds holding IWP

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

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

Pinnacle Wealth Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2021: 110,473 shares worth $12.5M. The stake represents 0.51% of the portfolio and ranks #66 among its holdings.

821 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

Pinnacle Wealth Advisors held 110,473 shares of iShares Russell Mid-Cap Growth ETF worth $12.5M as of Q2 2021.
iShares Russell Mid-Cap Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Russell Mid-Cap Growth ETF made up 0.51% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #66 holding.
821 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

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