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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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