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Pinnacle Wealth Planning Services’s iShares Russell 1000 ETF IWB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
2,957
+1,311
+80% +$489K 0.11% 107
2025
Q4 		$615K Hold
1,646
– – 0.06% 170
2025
Q3 		$602K Buy
1,646
+95
+6% +$33.5K 0.07% 171
2025
Q2 		$527K Sell
1,551
-11
-0.7% -$3.45K 0.07% 188
2025
Q1 		$479K Sell
1,562
-771
-33% -$249K 0.07% 173
2024
Q4 		$752K Hold
2,333
– – 0.11% 103
2024
Q3 		$733K Hold
2,333
– – 0.1% 126
2024
Q2 		$694K Hold
2,333
– – 0.1% 128
2024
Q1 		$672K Hold
2,333
– – 0.1% 137
2023
Q4 		$612K Hold
2,333
– – 0.1% 139
2023
Q3 		$548K Hold
2,333
– – 0.09% 144
2023
Q2 		$569K Hold
2,333
– – 0.09% 144
2023
Q1 		$525K Sell
2,333
-462
-17% -$102K 0.09% 165
2022
Q4 		$588K Buy
2,795
+229
+9% +$48.5K 0.1% 137
2022
Q3 		$506K Hold
2,566
– – 0.09% 139
2022
Q2 		$533K Hold
2,566
– – 0.1% 144
2022
Q1 		$642K Sell
2,566
-3
-0.1% -$741 0.12% 139
2021
Q4 		$679K Hold
2,569
– – 0.13% 116
2021
Q3 		$621K Hold
2,569
– – 0.14% 115
2021
Q2 		$622K Hold
2,569
– – 0.14% 113
2021
Q1 		$575K Sell
2,569
-488
-16% -$107K 0.15% 109
2020
Q4 		$648K Sell
3,057
-28
-0.9% -$5.59K 0.15% 92
2020
Q3 		$577K Sell
3,085
-714
-19% -$132K 0.19% 87
2020
Q2 		$652K Sell
3,799
-25,731
-87% -$4.16M 0.21% 85
2020
Q1 		$4.18M Buy
29,530
+24,468
+483% +$4.14M 1.98% 9
2019
Q4 		$903K Sell
5,062
-198
-4% -$33.8K 0.42% 52
2019
Q3 		$865K Sell
5,260
-31
-0.6% -$5.09K 0.47% 41
2019
Q2 		$861K Sell
5,291
-468
-8% -$74.9K 0.52% 35
2019
Q1 		$906K Sell
5,759
-646
-10% -$97.7K 0.61% 30
2018
Q4 		$888K Buy
6,405
+3,479
+119% +$520K 0.57% 34
2018
Q3 		$473K Sell
2,926
-95
-3% -$15.1K 0.43% 78
2018
Q2 		$459K Sell
3,021
-291
-9% -$43.8K 0.45% 72
2018
Q1 		$486K Sell
3,312
-1,154
-26% -$175K 0.5% 62
2017
Q4 		$664K Buy
+4,466
New +$647K 1.35% 17

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's IWB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Russell 1000 ETF (IWB) stake by 80% in Q1 2026, buying an estimated $489K and bringing the position to 2,957 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #107.

Pinnacle Wealth Planning Services first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.18M in Q1 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,957 shares of iShares Russell 1000 ETF worth $1.05M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,311 iShares Russell 1000 ETF shares in Q1 2026, an estimated $489K.
  • iShares Russell 1000 ETF made up 0.11% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #107 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
  • Pinnacle Wealth Planning Services's iShares Russell 1000 ETF position peaked at $4.18M in Q1 2020.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.