Pinnacle Wealth Management Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$618K	Sell	4,494 -9	-0.2%	-$1.19K	0.04%	246
2026 Q1	$509K	Sell	4,503 -139	-3%	-$16.7K	0.03%	270
2025 Q4	$572K	Sell	4,642 -172	-4%	-$21.1K	0.04%	245
2025 Q3	$581K	Hold	4,814	–	–	0.04%	207
2025 Q2	$530K	Buy	4,814 +126	+3%	+$12.5K	0.04%	211
2025 Q1	$435K	Sell	4,688 -1,775	-27%	-$179K	0.04%	228
2024 Q4	$656K	Buy	+6,463	New	+$645K	0.06%	171
2022 Q1	–	Sell	-2,561	Closed	-$214K	–	279
2021 Q4	$214K	Buy	+2,561	New	+$206K	0.04%	251

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IVW Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.2% in Q2 2026, selling an estimated $1.19K and leaving 4,494 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #246.

Pinnacle Wealth Management Advisory Group first reported a position in IVW in Q4 2021 and has held it in 8 quarters since. The position peaked at $656K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 4,494 shares of iShares S&P 500 Growth ETF worth $618K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 9 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.19K.
iShares S&P 500 Growth ETF made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #246 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Pinnacle Wealth Management Advisory Group's iShares S&P 500 Growth ETF position peaked at $656K in Q4 2024.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.