Pinnacle Wealth Management Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,124	Closed	-$250K	–	375
2025 Q1	$250K	Buy	2,124 +195	+10%	+$25.1K	0.02%	305
2024 Q4	$244K	Sell	1,929 -130	-6%	-$16.5K	0.02%	312
2024 Q3	$241K	Hold	2,059	–	–	0.02%	314
2024 Q2	$227K	Buy	+2,059	New	+$226K	0.02%	314
2023 Q4	–	Sell	-2,250	Closed	-$206K	–	346
2023 Q3	$206K	Sell	2,250 -675	-23%	-$64.5K	0.03%	294
2023 Q2	$283K	Hold	2,925	–	–	0.04%	244
2023 Q1	$266K	Sell	2,925 -238	-8%	-$21.2K	0.04%	254
2022 Q4	$264K	Buy	3,163 +3	+0.1%	+$252	0.04%	238
2022 Q3	$248K	Buy	+3,160	New	+$272K	0.04%	231
2022 Q2	–	Sell	-3,004	Closed	-$302K	–	295
2022 Q1	$302K	Hold	3,004	–	–	0.04%	224
2021 Q4	$346K	Buy	3,004 +356	+13%	+$41.5K	0.06%	205
2021 Q3	$297K	Hold	2,648	–	–	0.07%	181
2021 Q2	$300K	Hold	2,648	–	–	0.07%	179
2021 Q1	$270K	Hold	2,648	–	–	0.08%	159
2020 Q4	$272K	Hold	2,648	–	–	0.08%	156
2020 Q3	$229K	Buy	2,648 +54	+2%	+$4.56K	0.08%	161
2020 Q2	$205K	Buy	+2,594	New	+$188K	0.08%	170

Other funds holding IWP

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IWP Position: Q2 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 2,124 shares — an estimated $250K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IWP in Q2 2020 and held it in 17 quarters. The position peaked at $346K in Q4 2021. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Pinnacle Wealth Management Advisory Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 2,124 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $250K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 17 quarters.
Pinnacle Wealth Management Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $346K in Q4 2021.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.