Pinnacle Wealth Management Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$322K	Buy	1,507 +1	+0.1%	+$219	0.02%	389
2025 Q4	$317K	Buy	1,506 +1	+0.1%	+$207	0.02%	391
2025 Q3	$306K	Sell	1,505 -2,300	-60%	-$458K	0.02%	313
2025 Q2	$739K	Sell	3,805 -174	-4%	-$32.2K	0.06%	175
2025 Q1	$749K	Buy	3,979 +1	+0%	+$190	0.07%	159
2024 Q4	$736K	Hold	3,978	–	–	0.07%	161
2024 Q3	$755K	Sell	3,978 -131	-3%	-$23.9K	0.07%	153
2024 Q2	$717K	Buy	4,109 +533	+15%	+$93.2K	0.07%	152
2024 Q1	$640K	Hold	3,576	–	–	0.07%	160
2023 Q4	$591K	Sell	3,576 -255	-7%	-$39.4K	0.07%	162
2023 Q3	$582K	Sell	3,831 -500	-12%	-$79.3K	0.08%	159
2023 Q2	$684K	Buy	4,331 +131	+3%	+$20K	0.09%	148
2023 Q1	$639K	Hold	4,200	–	–	0.09%	157
2022 Q4	$637K	Hold	4,200	–	–	0.1%	149
2022 Q3	$571K	Sell	4,200 -143	-3%	-$21.5K	0.09%	143
2022 Q2	$630K	Sell	4,343 -121	-3%	-$18.9K	0.1%	143
2022 Q1	$741K	Sell	4,464 -288	-6%	-$47.3K	0.11%	150
2021 Q4	$798K	Hold	4,752	–	–	0.13%	141
2021 Q3	$744K	Hold	4,752	–	–	0.17%	121
2021 Q2	$754K	Hold	4,752	–	–	0.18%	120
2021 Q1	$720K	Buy	4,752 +575	+14%	+$83.2K	0.2%	100
2020 Q4	$571K	Buy	4,177 +650	+18%	+$83.4K	0.17%	107
2020 Q3	$417K	Sell	3,527 -345	-9%	-$40.9K	0.15%	121
2020 Q2	$436K	Buy	+3,872	New	+$426K	0.16%	117

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.07% in Q1 2026, buying an estimated $219 and bringing the position to 1,507 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #389.

Pinnacle Wealth Management Advisory Group first reported a position in IWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $798K in Q4 2021. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 1,507 shares of iShares Russell 1000 Value ETF worth $322K as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 1 iShares Russell 1000 Value ETF share in Q1 2026, an estimated $219.
iShares Russell 1000 Value ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #389 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 24 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Russell 1000 Value ETF position peaked at $798K in Q4 2021.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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