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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Hold	9,538	–	–	0.06%	177
2026 Q1	$927K	Sell	9,538 -6,260	-40%	-$625K	0.06%	181
2025 Q4	$1.52M	Hold	15,798	–	–	0.1%	131
2025 Q3	$1.53M	Hold	15,798	–	–	0.11%	120
2025 Q2	$1.45M	Hold	15,798	–	–	0.12%	115
2025 Q1	$1.34M	Hold	15,798	–	–	0.13%	116
2024 Q4	$1.4M	Buy	15,798 +3,989	+34%	+$362K	0.13%	112
2024 Q3	$1.04M	Hold	11,809	–	–	0.1%	132
2024 Q2	$957K	Hold	11,809	–	–	0.1%	135
2024 Q1	$993K	Hold	11,809	–	–	0.11%	131
2023 Q4	$918K	Buy	11,809 +2,635	+29%	+$187K	0.11%	128
2023 Q3	$635K	Hold	9,174	–	–	0.08%	150
2023 Q2	$670K	Hold	9,174	–	–	0.08%	150
2023 Q1	$641K	Hold	9,174	–	–	0.09%	156
2022 Q4	$619K	Sell	9,174 -5,920	-39%	-$399K	0.09%	154
2022 Q3	$938K	Buy	15,094 +5,740	+61%	+$395K	0.16%	107
2022 Q2	$605K	Sell	9,354 -13,655	-59%	-$972K	0.1%	154
2022 Q1	$1.8M	Buy	23,009 +13,500	+142%	+$1.04M	0.26%	93
2021 Q4	$789K	Buy	9,509 +6,124	+181%	+$503K	0.13%	142
2021 Q3	$265K	Buy	+3,385	New	+$271K	0.06%	191

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IWR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,538 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #177.

Pinnacle Wealth Management Advisory Group first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.8M in Q1 2022. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 9,538 shares of iShares Russell Mid-Cap ETF worth $1.05M as of Q2 2026.
Pinnacle Wealth Management Advisory Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #177 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Russell Mid-Cap ETF position peaked at $1.8M in Q1 2022.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.