Pinnacle Wealth Planning Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Pinnacle Wealth Planning Services's IWD Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.3% in Q1 2026, selling an estimated $328K and leaving 33,549 shares worth $7.17M. The position accounts for 0.74% of the portfolio, ranked #23.
Pinnacle Wealth Planning Services first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.2M in Q2 2022. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Pinnacle Wealth Planning Services held 33,549 shares of iShares Russell 1000 Value ETF worth $7.17M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 1,498 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $328K.
- iShares Russell 1000 Value ETF made up 0.74% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #23 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's iShares Russell 1000 Value ETF position peaked at $11.2M in Q2 2022.
- 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.