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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group's IVW Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q1 2026, selling an estimated $16.7K and leaving 4,503 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #270.

Pinnacle Wealth Management Advisory Group first reported a position in IVW in Q4 2021 and has held it in 7 quarters since. The position peaked at $656K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 4,503 shares of iShares S&P 500 Growth ETF worth $509K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 139 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $16.7K.
iShares S&P 500 Growth ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #270 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 7 quarters since.
Pinnacle Wealth Management Advisory Group's iShares S&P 500 Growth ETF position peaked at $656K in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.