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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.78M	Buy	+22,462	New	+$1.74M	0.07%	170

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Pinnacle Wealth Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2021: 22,462 shares worth $1.78M. The stake represents 0.07% of the portfolio and ranks #170 among its holdings.

1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

Pinnacle Wealth Advisors held 22,462 shares of iShares Russell Mid-Cap ETF worth $1.78M as of Q2 2021.
iShares Russell Mid-Cap ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Russell Mid-Cap ETF made up 0.07% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #170 holding.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

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