Pinnacle Wealth Management Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Hold |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $670K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $697K | Hold |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $547K | Sell |
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|
2021
Q3 | $536K | Hold |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $516K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $406K | Sell |
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|
2018
Q2 | $422K | Hold |
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|
2018
Q1 | $399K | Hold |
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|
2017
Q4 | $395K | Sell |
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|
2017
Q3 | $380K | Hold |
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|
2017
Q2 | $361K | Buy |
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