Pinnacle Wealth Management Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,996	Closed	-$644K	–	306
2022 Q3	$644K	Hold	4,996	–	–	0.11%	129
2022 Q2	$680K	Buy	+4,996	New	+$743K	0.11%	139
2021 Q2	–	Sell	-1,276	Closed	-$203K	–	229
2021 Q1	$203K	Sell	1,276 -6,000	-82%	-$907K	0.06%	187
2020 Q4	$959K	Sell	7,276 -50	-0.7%	-$5.9K	0.29%	81
2020 Q3	$728K	Hold	7,326	–	–	0.25%	91
2020 Q2	$714K	Buy	7,326 +4,326	+144%	+$394K	0.27%	87
2020 Q1	$246K	Buy	+3,000	New	+$337K	0.12%	133

Other funds holding IWN

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Pinnacle Wealth Management Advisory Group's IWN Position: Q4 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 4,996 shares — an estimated $644K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IWN in Q1 2020 and held it in 7 quarters. The position peaked at $959K in Q4 2020. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Pinnacle Wealth Management Advisory Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 4,996 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $644K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 7 quarters.
Pinnacle Wealth Management Advisory Group's iShares Russell 2000 Value ETF position peaked at $959K in Q4 2020.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.