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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Hold	1,412	–	–	0.01%	489
2026 Q1	$206K	Buy	+1,412	New	+$210K	0.01%	513
2025 Q4	–	Sell	-1,661	Closed	-$232K	–	530
2025 Q3	$232K	Hold	1,661	–	–	0.02%	358
2025 Q2	$219K	Sell	1,661 -69	-4%	-$8.65K	0.02%	347
2025 Q1	$218K	Buy	1,730 +35	+2%	+$4.56K	0.02%	331
2024 Q4	$219K	Hold	1,695	–	–	0.02%	334
2024 Q3	$224K	Hold	1,695	–	–	0.02%	325
2024 Q2	$205K	Buy	+1,695	New	+$206K	0.02%	336
2018 Q4	–	Sell	-3,450	Closed	-$311K	–	170
2018 Q3	$311K	Hold	3,450	–	–	0.15%	116
2018 Q2	$305K	Buy	+3,450	New	+$303K	0.16%	113

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,412 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #489.

Pinnacle Wealth Management Advisory Group first reported a position in IWS in Q2 2018 and has held it in 10 quarters since. The position peaked at $311K in Q3 2018. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,412 shares of iShares Russell Mid-Cap Value ETF worth $232K as of Q2 2026.
Pinnacle Wealth Management Advisory Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #489 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2018 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $311K in Q3 2018.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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