Pinnacle Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pinnacle Wealth Management Group’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$320K	Hold
2025 Q2	$305K	Sell
2025 Q1	$305K	Sell
2024 Q4	$342K	Sell
2024 Q3	$609K	Sell
2024 Q2	$4.67M	Buy
2024 Q1	$4.35M	Sell
2023 Q4	$4.34M	Buy
2023 Q3	$3.82M	Buy