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
2026 Q2	$354K	Sell	1,459 -36	-2%	-$8.38K	0.17%	96
2026 Q1	$319K	Sell	1,495 -75	-5%	-$16.4K	0.16%	95
2025 Q4	$330K	Hold	1,570	–	–	0.17%	92
2025 Q3	$320K	Hold	1,570	–	–	0.16%	89
2025 Q2	$305K	Sell	1,570 -52	-3%	-$9.63K	0.17%	93
2025 Q1	$305K	Sell	1,622 -226	-12%	-$43K	0.21%	82
2024 Q4	$342K	Sell	1,848 -1,362	-42%	-$261K	0.21%	84
2024 Q3	$609K	Sell	3,210 -23,575	-88%	-$4.29M	0.38%	55
2024 Q2	$4.67M	Buy	26,785 +2,477	+10%	+$433K	3.16%	9
2024 Q1	$4.35M	Sell	24,308 -1,975	-8%	-$334K	3.23%	7
2023 Q4	$4.34M	Buy	26,283 +1,104	+4%	+$170K	3.57%	6
2023 Q3	$3.82M	Buy	+25,179	New	+$3.99M	3.48%	6

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

Pinnacle Wealth Management Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.4% in Q2 2026, selling an estimated $8.38K and leaving 1,459 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #96.

Pinnacle Wealth Management Group first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.67M in Q2 2024. 447 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Pinnacle Wealth Management Group held 1,459 shares of iShares Russell 1000 Value ETF worth $354K as of Q2 2026.
Pinnacle Wealth Management Group sold 36 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $8.38K.
iShares Russell 1000 Value ETF made up 0.17% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #96 holding.
Pinnacle Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
Pinnacle Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $4.67M in Q2 2024.
447 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.