Pinnacle Wealth Management Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,605	Closed	-$745K	–	307
2022 Q3	$745K	Sell	3,605 -248	-6%	-$55.8K	0.12%	116
2022 Q2	$795K	Sell	3,853 -8,690	-69%	-$1.94M	0.13%	123
2022 Q1	$3.21M	Buy	12,543 +11,768	+1,518%	+$3.01M	0.46%	61
2021 Q4	$227K	Buy	+775	New	+$234K	0.04%	244

Other funds holding IWO

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 3,605 shares — an estimated $745K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IWO in Q4 2021 and held it in 4 quarters. The position peaked at $3.21M in Q1 2022. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Pinnacle Wealth Management Advisory Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 3,605 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $745K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 4 quarters.
Pinnacle Wealth Management Advisory Group's iShares Russell 2000 Growth ETF position peaked at $3.21M in Q1 2022.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

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