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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
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Pinnacle Wealth Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.21% in Q2 2026, selling an estimated $13.2K and leaving 22,424 shares worth $6.74M. The position accounts for 3.14% of the portfolio, ranked #7.

Pinnacle Wealth Management Group first reported a position in IWM in Q2 2021 and has held it in 17 quarters since. 593 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pinnacle Wealth Management Group held 22,424 shares of iShares Russell 2000 ETF worth $6.74M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 47 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Russell 2000 ETF made up 3.14% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #7 holding.
  • Pinnacle Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 17 quarters since.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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