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 Q3	$362K	Hold	1,459	–	–	0.17%	93
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%	-$9.6K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Wealth Management Group's IWD Position: Q3 2026 in Review

Pinnacle Wealth Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,459 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #93.

Pinnacle Wealth Management Group first reported a position in IWD in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.67M in Q2 2024. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Pinnacle Wealth Management Group held 1,459 shares of iShares Russell 1000 Value ETF worth $362K as of Q3 2026.
Pinnacle Wealth Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.17% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #93 holding.
Pinnacle Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 13 quarters since.
Pinnacle Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $4.67M in Q2 2024.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.