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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-54,901	Closed	-$12.1M	–	67
2024 Q4	$12.1M	Sell	54,901 -932	-2%	-$206K	13.5%	1
2024 Q3	$12.3M	Buy	+55,833	New	+$12.3M	14.75%	1
2022 Q4	$257K	Sell	1,472 -3,458	-70%	-$603K	0.31%	46
2022 Q3	$813K	Buy	+4,930	New	+$813K	0.99%	40