Pinnacle Wealth Management Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$424K	Buy	3,980 +420	+12%	+$47.7K	0.03%	309
2025 Q4	$421K	Hold	3,560	–	–	0.03%	309
2025 Q3	$417K	Hold	3,560	–	–	0.03%	262
2025 Q2	$378K	Sell	3,560 -3,864	-52%	-$369K	0.03%	264
2025 Q1	$670K	Hold	7,424	–	–	0.06%	176
2024 Q4	$745K	Hold	7,424	–	–	0.07%	159
2024 Q3	$697K	Hold	7,424	–	–	0.07%	163
2024 Q2	$677K	Buy	7,424 +900	+14%	+$76.8K	0.07%	161
2024 Q1	$550K	Buy	6,524 +40	+0.6%	+$3.22K	0.06%	178
2023 Q4	$491K	Sell	6,484 -1,308	-17%	-$92.5K	0.06%	182
2023 Q3	$518K	Sell	7,792 -976	-11%	-$67.4K	0.07%	172
2023 Q2	$603K	Buy	8,768 +1,320	+18%	+$83.9K	0.08%	162
2023 Q1	$455K	Buy	7,448 +4	+0.1%	+$230	0.06%	185
2022 Q4	$399K	Buy	7,444 +8	+0.1%	+$440	0.06%	194
2022 Q3	$391K	Buy	7,436 +1,220	+20%	+$71.7K	0.07%	183
2022 Q2	$340K	Sell	6,216 -940	-13%	-$56.4K	0.05%	211
2022 Q1	$497K	Hold	7,156	–	–	0.07%	180
2021 Q4	$547K	Sell	7,156 -672	-9%	-$49.8K	0.09%	167
2021 Q3	$536K	Hold	7,828	–	–	0.13%	139
2021 Q2	$531K	Buy	7,828 +940	+14%	+$60.6K	0.12%	142
2021 Q1	$419K	Hold	6,888	–	–	0.12%	133
2020 Q4	$415K	Sell	6,888 -432	-6%	-$24.6K	0.13%	127
2020 Q3	$397K	Sell	7,320 -3,432	-32%	-$181K	0.14%	125
2020 Q2	$516K	Buy	+10,752	New	+$474K	0.19%	108
2018 Q4	–	Sell	-10,420	Closed	-$406K	–	169
2018 Q3	$406K	Sell	10,420 -1,320	-11%	-$50K	0.2%	105
2018 Q2	$422K	Hold	11,740	–	–	0.23%	100
2018 Q1	$399K	Hold	11,740	–	–	0.23%	99
2017 Q4	$395K	Sell	11,740 -400	-3%	-$13.1K	0.22%	97
2017 Q3	$380K	Hold	12,140	–	–	0.22%	104
2017 Q2	$361K	Buy	+12,140	New	+$356K	0.22%	103

Other funds holding IWF

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Pinnacle Wealth Management Advisory Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q1 2026, buying an estimated $47.7K and bringing the position to 3,980 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #309.

Pinnacle Wealth Management Advisory Group first reported a position in IWF in Q2 2017 and has held it in 30 quarters since. The position peaked at $745K in Q4 2024. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 3,980 shares of iShares Russell 1000 Growth ETF worth $424K as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 420 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $47.7K.
iShares Russell 1000 Growth ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #309 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 30 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Russell 1000 Growth ETF position peaked at $745K in Q4 2024.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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