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

Pinnacle Wealth Planning Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.8M Buy
36,294
+2,745
+8% +$639K 0.84% 20
2026
Q1 		$7.17M Sell
33,549
-1,498
-4% -$328K 0.74% 23
2025
Q4 		$7.37M Buy
35,047
+6,004
+21% +$1.24M 0.77% 21
2025
Q3 		$5.91M Buy
29,043
+2,789
+11% +$555K 0.69% 23
2025
Q2 		$5.1M Buy
26,254
+88
+0.3% +$16.3K 0.67% 24
2025
Q1 		$4.92M Buy
26,166
+68
+0.3% +$12.9K 0.74% 19
2024
Q4 		$4.83M Buy
26,098
+1,834
+8% +$352K 0.73% 21
2024
Q3 		$4.61M Sell
24,264
-161
-0.7% -$29.3K 0.63% 22
2024
Q2 		$4.26M Sell
24,425
-1
-0% -$175 0.61% 22
2024
Q1 		$4.38M Sell
24,426
-70
-0.3% -$11.8K 0.64% 20
2023
Q4 		$4.05M Buy
24,496
+506
+2% +$78.1K 0.64% 21
2023
Q3 		$3.64M Buy
23,990
+212
+0.9% +$33.6K 0.6% 21
2023
Q2 		$3.75M Sell
23,778
-484
-2% -$74K 0.61% 22
2023
Q1 		$3.69M Sell
24,262
-10,114
-29% -$1.56M 0.61% 22
2022
Q4 		$5.21M Sell
34,376
-43,174
-56% -$6.46M 0.93% 16
2022
Q3 		$10.5M Hold
77,550
– – 1.95% 8
2022
Q2 		$11.2M Buy
77,550
+30,000
+63% +$4.69M 2.02% 8
2022
Q1 		$7.89M Buy
47,550
+14,879
+46% +$2.44M 1.44% 14
2021
Q4 		$5.49M Sell
32,671
-986
-3% -$162K 1.07% 17
2021
Q3 		$5.27M Buy
33,657
+2,121
+7% +$340K 1.16% 17
2021
Q2 		$5M Buy
31,536
+267
+0.9% +$42.3K 1.16% 16
2021
Q1 		$4.74M Sell
31,269
-655
-2% -$94.8K 1.22% 16
2020
Q4 		$4.37M Sell
31,924
-1,006
-3% -$129K 1.04% 16
2020
Q3 		$3.89M Sell
32,930
-1,262
-4% -$150K 1.28% 17
2020
Q2 		$3.85M Buy
34,192
+1,228
+4% +$135K 1.25% 18
2020
Q1 		$3.27M Buy
32,964
+14,825
+82% +$1.85M 1.55% 15
2019
Q4 		$2.48M Sell
18,139
-531
-3% -$70K 1.16% 15
2019
Q3 		$2.39M Sell
18,670
-246
-1% -$31.3K 1.3% 14
2019
Q2 		$2.41M Sell
18,916
-341
-2% -$42.7K 1.45% 12
2019
Q1 		$2.38M Buy
19,257
+486
+3% +$58.4K 1.6% 10
2018
Q4 		$2.08M Buy
18,771
+9,408
+100% +$1.13M 1.33% 16
2018
Q3 		$1.19M Sell
9,363
-470
-5% -$59K 1.08% 21
2018
Q2 		$1.19M Sell
9,833
-119
-1% -$14.5K 1.16% 17
2018
Q1 		$1.19M Sell
9,952
-6,594
-40% -$822K 1.23% 15
2017
Q4 		$2.06M Buy
+16,546
New +$2.01M 4.19% 5

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Pinnacle Wealth Planning Services's IWD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Russell 1000 Value ETF (IWD) stake by 8.2% in Q2 2026, buying an estimated $639K and bringing the position to 36,294 shares worth $8.8M. The position accounts for 0.84% of the portfolio, ranked #20.

Pinnacle Wealth Planning Services first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.2M in Q2 2022. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 36,294 shares of iShares Russell 1000 Value ETF worth $8.8M as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,745 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $639K.
  • iShares Russell 1000 Value ETF made up 0.84% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #20 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Pinnacle Wealth Planning Services's iShares Russell 1000 Value ETF position peaked at $11.2M in Q2 2022.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.