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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$5.99M	Buy	+52,100	New	+$5.97M	0.24%	108

Other funds holding IWS

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

Pinnacle Wealth Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2021: 52,100 shares worth $5.99M. The stake represents 0.24% of the portfolio and ranks #108 among its holdings.

672 funds tracked by Wall St. Rank hold IWS as of Q2 2021.

Pinnacle Wealth Advisors held 52,100 shares of iShares Russell Mid-Cap Value ETF worth $5.99M as of Q2 2021.
iShares Russell Mid-Cap Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Russell Mid-Cap Value ETF made up 0.24% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #108 holding.
672 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2021.

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