Pinnacle Wealth Management Group
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Pinnacle Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Pinnacle Wealth Management Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.29M Buy
22,625
+201
+0.9% +$59K 2.88% 10
2026
Q2 		$6.74M Sell
22,424
-47
-0.2% -$13.2K 3.14% 7
2026
Q1 		$5.57M Sell
22,471
-164
-0.7% -$42.3K 2.74% 10
2025
Q4 		$5.57M Buy
22,635
+531
+2% +$131K 2.78% 12
2025
Q3 		$5.35M Buy
22,104
+859
+4% +$197K 2.74% 13
2025
Q2 		$4.58M Buy
21,245
+926
+5% +$186K 2.63% 11
2025
Q1 		$4.05M Buy
20,319
+1,226
+6% +$266K 2.83% 13
2024
Q4 		$4.22M Buy
19,093
+516
+3% +$118K 2.63% 13
2024
Q3 		$4.1M Buy
18,577
+482
+3% +$103K 2.59% 13
2024
Q2 		$3.67M Buy
18,095
+2,227
+14% +$450K 2.48% 14
2024
Q1 		$3.34M Buy
15,868
+3,044
+24% +$607K 2.48% 13
2023
Q4 		$2.57M Buy
12,824
+216
+2% +$38.7K 2.11% 15
2023
Q3 		$2.23M Buy
12,608
+385
+3% +$72.3K 2.03% 15
2023
Q2 		$2.29M Buy
12,223
+38
+0.3% +$6.78K 2% 15
2023
Q1 		$2.17M Buy
12,185
+677
+6% +$125K 1.88% 15
2022
Q4 		$2.01M Buy
11,508
+3,733
+48% +$664K 1.78% 15
2022
Q3 		$1.28M Buy
+7,775
New +$1.42M 1.13% 25
2021
Q3 		– Sell
-1,275
Closed -$292K – 118
2021
Q2 		$292K Buy
+1,275
New +$287K 0.21% 101

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

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

Pinnacle Wealth Management Group increased its iShares Russell 2000 ETF (IWM) stake by 0.9% in Q3 2026, buying an estimated $59K and bringing the position to 22,625 shares worth $6.29M. The position accounts for 2.88% of the portfolio, ranked #10.

Pinnacle Wealth Management Group first reported a position in IWM in Q2 2021 and has held it in 18 quarters since. The position peaked at $6.74M in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Pinnacle Wealth Management Group held 22,625 shares of iShares Russell 2000 ETF worth $6.29M as of Q3 2026.
  • Pinnacle Wealth Management Group bought 201 iShares Russell 2000 ETF shares in Q3 2026, an estimated $59K.
  • iShares Russell 2000 ETF made up 2.88% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #10 holding.
  • Pinnacle Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management Group's iShares Russell 2000 ETF position peaked at $6.74M in Q2 2026.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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