Pinnacle Wealth Planning Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $314K | Hold |
2,772
| – | – | 0.03% | 324 |
|
|
2025
Q4 | $342K | Sell |
2,772
-413
| -13% | -$50.5K | 0.04% | 290 |
|
|
2025
Q3 | $384K | Hold |
3,185
| – | – | 0.05% | 268 |
|
|
2025
Q2 | $351K | Sell |
3,185
-92
| -3% | -$9.11K | 0.05% | 259 |
|
|
2025
Q1 | $304K | Sell |
3,277
-3,354
| -51% | -$338K | 0.05% | 259 |
|
|
2024
Q4 | $673K | Buy |
6,631
+3,166
| +91% | +$316K | 0.1% | 118 |
|
|
2024
Q3 | $332K | Sell |
3,465
-1,040
| -23% | -$96K | 0.05% | 279 |
|
|
2024
Q2 | $417K | Buy |
4,505
+612
| +16% | +$52.8K | 0.06% | 212 |
|
|
2024
Q1 | $329K | Buy |
3,893
+420
| +12% | +$33.7K | 0.05% | 277 |
|
|
2023
Q4 | $261K | Sell |
3,473
-1,712
| -33% | -$122K | 0.04% | 311 |
|
|
2023
Q3 | $355K | Buy |
5,185
+29
| +0.6% | +$2.05K | 0.06% | 218 |
|
|
2023
Q2 | $363K | Buy |
5,156
+1,800
| +54% | +$119K | 0.06% | 224 |
|
|
2023
Q1 | $214K | Sell |
3,356
-6,752
| -67% | -$413K | 0.04% | 367 |
|
|
2022
Q4 | $591K | Buy |
10,108
+1,455
| +17% | +$87.4K | 0.11% | 135 |
|
|
2022
Q3 | $500K | Sell |
8,653
-7,134
| -45% | -$464K | 0.09% | 140 |
|
|
2022
Q2 | $953K | Sell |
15,787
-7,926
| -33% | -$525K | 0.17% | 90 |
|
|
2022
Q1 | $1.81M | Buy |
23,713
+13,537
| +133% | +$1.02M | 0.33% | 54 |
|
|
2021
Q4 | $851K | Buy |
10,176
+1,825
| +22% | +$147K | 0.17% | 92 |
|
|
2021
Q3 | $617K | Buy |
8,351
+4,892
| +141% | +$373K | 0.14% | 116 |
|
|
2021
Q2 | $251K | Buy |
3,459
+103
| +3% | +$7.13K | 0.06% | 270 |
|
|
2021
Q1 | $219K | Sell |
3,356
-2,265
| -40% | -$146K | 0.06% | 278 |
|
|
2020
Q4 | $359K | Buy |
5,621
+2,049
| +57% | +$124K | 0.09% | 161 |
|
|
2020
Q3 | $206K | Sell |
3,572
-2,620
| -42% | -$148K | 0.07% | 232 |
|
|
2020
Q2 | $321K | Buy |
+6,192
| New | +$297K | 0.1% | 151 |
|
|
2020
Q1 | – | Sell |
-4,196
| Closed | -$203K | – | 253 |
|
|
2019
Q4 | $203K | Sell |
4,196
-14,660
| -78% | -$680K | 0.1% | 221 |
|
|
2019
Q3 | $848K | Buy |
18,856
+12,756
| +209% | +$577K | 0.46% | 43 |
|
|
2019
Q2 | $274K | Sell |
6,100
-4,108
| -40% | -$181K | 0.17% | 127 |
|
|
2019
Q1 | $440K | Sell |
10,208
-85,008
| -89% | -$3.48M | 0.3% | 66 |
|
|
2018
Q4 | $3.59M | Buy |
95,216
+85,216
| +852% | +$3.45M | 2.29% | 9 |
|
|
2018
Q3 | $443K | Sell |
10,000
-12,432
| -55% | -$534K | 0.41% | 83 |
|
|
2018
Q2 | $912K | Buy |
22,432
+2,488
| +12% | +$99.9K | 0.89% | 28 |
|
|
2018
Q1 | $773K | Buy |
19,944
+15,484
| +347% | +$618K | 0.8% | 37 |
|
|
2017
Q4 | $170K | Buy |
+4,460
| New | +$167K | 0.35% | 63 |
|
Other funds holding IVW
Pinnacle Wealth Planning Services's IVW Position: Q1 2026 in Review
Pinnacle Wealth Planning Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,772 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #324.
Pinnacle Wealth Planning Services first reported a position in IVW in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.59M in Q4 2018. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Pinnacle Wealth Planning Services held 2,772 shares of iShares S&P 500 Growth ETF worth $314K as of Q1 2026.
- Pinnacle Wealth Planning Services left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
- iShares S&P 500 Growth ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #324 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 33 quarters since.
- Pinnacle Wealth Planning Services's iShares S&P 500 Growth ETF position peaked at $3.59M in Q4 2018.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.