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 Q2	$345K	Sell	1,423 -84	-6%	-$19.6K	0.02%	380
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, selling an estimated $19.6K and leaving 1,423 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #380.

Pinnacle Wealth Management Advisory Group first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. The position peaked at $798K in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,423 shares of iShares Russell 1000 Value ETF worth $345K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 84 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $19.6K.
iShares Russell 1000 Value ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #380 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Russell 1000 Value ETF position peaked at $798K in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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