Pinnacle Wealth Planning Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.25M | Buy |
50,334
+2,082
| +4% | +$251K | 0.6% | 27 |
|
|
2026
Q1 | $5.14M | Buy |
48,252
+284
| +0.6% | +$32.2K | 0.53% | 28 |
|
|
2025
Q4 | $5.68M | Sell |
47,968
-1,712
| -3% | -$203K | 0.59% | 25 |
|
|
2025
Q3 | $5.82M | Buy |
49,680
+852
| +2% | +$94.9K | 0.68% | 24 |
|
|
2025
Q2 | $5.18M | Buy |
48,828
+9,376
| +24% | +$897K | 0.68% | 22 |
|
|
2025
Q1 | $3.56M | Sell |
39,452
-1,244
| -3% | -$123K | 0.54% | 29 |
|
|
2024
Q4 | $4.09M | Sell |
40,696
-336
| -0.8% | -$33K | 0.61% | 26 |
|
|
2024
Q3 | $3.85M | Sell |
41,032
-636
| -2% | -$57.7K | 0.52% | 29 |
|
|
2024
Q2 | $3.8M | Sell |
41,668
-3,476
| -8% | -$297K | 0.54% | 27 |
|
|
2024
Q1 | $3.8M | Sell |
45,144
-1,400
| -3% | -$113K | 0.56% | 26 |
|
|
2023
Q4 | $3.53M | Sell |
46,544
-1,700
| -4% | -$120K | 0.55% | 27 |
|
|
2023
Q3 | $3.21M | Sell |
48,244
-1,540
| -3% | -$106K | 0.53% | 29 |
|
|
2023
Q2 | $3.42M | Sell |
49,784
-2,288
| -4% | -$145K | 0.55% | 29 |
|
|
2023
Q1 | $3.18M | Sell |
52,072
-10,412
| -17% | -$600K | 0.53% | 32 |
|
|
2022
Q4 | $3.35M | Sell |
62,484
-5,412
| -8% | -$298K | 0.59% | 26 |
|
|
2022
Q3 | $3.57M | Sell |
67,896
-2,520
| -4% | -$148K | 0.66% | 24 |
|
|
2022
Q2 | $3.85M | Sell |
70,416
-22,132
| -24% | -$1.33M | 0.69% | 24 |
|
|
2022
Q1 | $6.42M | Buy |
92,548
+24,200
| +35% | +$1.65M | 1.17% | 18 |
|
|
2021
Q4 | $5.22M | Sell |
68,348
-3,552
| -5% | -$263K | 1.02% | 19 |
|
|
2021
Q3 | $4.93M | Buy |
71,900
+840
| +1% | +$59.4K | 1.09% | 18 |
|
|
2021
Q2 | $4.82M | Buy |
71,060
+892
| +1% | +$57.5K | 1.12% | 17 |
|
|
2021
Q1 | $4.26M | Sell |
70,168
-11,880
| -14% | -$723K | 1.09% | 17 |
|
|
2020
Q4 | $4.95M | Buy |
82,048
+9,712
| +13% | +$553K | 1.18% | 15 |
|
|
2020
Q3 | $3.92M | Sell |
72,336
-2,336
| -3% | -$123K | 1.3% | 16 |
|
|
2020
Q2 | $3.58M | Sell |
74,672
-3,276
| -4% | -$144K | 1.16% | 19 |
|
|
2020
Q1 | $2.94M | Buy |
77,948
+5,248
| +7% | +$226K | 1.39% | 16 |
|
|
2019
Q4 | $3.2M | Sell |
72,700
-3,668
| -5% | -$153K | 1.5% | 11 |
|
|
2019
Q3 | $3.05M | Sell |
76,368
-588
| -0.8% | -$23.6K | 1.66% | 10 |
|
|
2019
Q2 | $3.03M | Sell |
76,956
-492
| -0.6% | -$19K | 1.83% | 9 |
|
|
2019
Q1 | $2.93M | Sell |
77,448
-6,060
| -7% | -$218K | 1.97% | 9 |
|
|
2018
Q4 | $2.73M | Buy |
83,508
+45,712
| +121% | +$1.61M | 1.75% | 13 |
|
|
2018
Q3 | $1.47M | Sell |
37,796
-3,964
| -9% | -$150K | 1.35% | 13 |
|
|
2018
Q2 | $1.5M | Sell |
41,760
-596
| -1% | -$21K | 1.46% | 9 |
|
|
2018
Q1 | $1.44M | Sell |
42,356
-27,868
| -40% | -$977K | 1.48% | 9 |
|
|
2017
Q4 | $2.36M | Buy |
+70,224
| New | +$2.3M | 4.82% | 3 |
|
Other funds holding IWF
Pinnacle Wealth Planning Services's IWF Position: Q2 2026 in Review
Pinnacle Wealth Planning Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.3% in Q2 2026, buying an estimated $251K and bringing the position to 50,334 shares worth $6.25M. The position accounts for 0.6% of the portfolio, ranked #27.
Pinnacle Wealth Planning Services first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.42M in Q1 2022. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Pinnacle Wealth Planning Services held 50,334 shares of iShares Russell 1000 Growth ETF worth $6.25M as of Q2 2026.
- Pinnacle Wealth Planning Services bought 2,082 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $251K.
- iShares Russell 1000 Growth ETF made up 0.6% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #27 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Pinnacle Wealth Planning Services's iShares Russell 1000 Growth ETF position peaked at $6.42M in Q1 2022.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.