Pinnacle Wealth Planning Services’s iShares Russell 2000 ETF IWM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.13M	Sell	16,646 -2,983	-15%	-$769K	0.43%	34
2025 Q4	$4.83M	Buy	19,629 +440	+2%	+$108K	0.5%	30
2025 Q3	$4.64M	Buy	19,189 +3,478	+22%	+$798K	0.54%	31
2025 Q2	$3.39M	Buy	15,711 +2,411	+18%	+$485K	0.45%	32
2025 Q1	$2.65M	Sell	13,300 -6,907	-34%	-$1.5M	0.4%	38
2024 Q4	$4.46M	Buy	20,207 +11,234	+125%	+$2.56M	0.67%	23
2024 Q3	$1.98M	Sell	8,973 -5,326	-37%	-$1.14M	0.27%	53
2024 Q2	$2.9M	Buy	14,299 +1,307	+10%	+$264K	0.41%	38
2024 Q1	$2.73M	Buy	12,992 +2,046	+19%	+$408K	0.4%	42
2023 Q4	$2.2M	Sell	10,946 -602	-5%	-$108K	0.35%	46
2023 Q3	$2.04M	Buy	11,548 +992	+9%	+$186K	0.34%	48
2023 Q2	$1.98M	Sell	10,556 -1,421	-12%	-$253K	0.32%	49
2023 Q1	$2.14M	Sell	11,977 -8,007	-40%	-$1.47M	0.36%	46
2022 Q4	$3.48M	Buy	19,984 +7,884	+65%	+$1.4M	0.62%	24
2022 Q3	$2M	Sell	12,100 -12,019	-50%	-$2.19M	0.37%	45
2022 Q2	$4.08M	Buy	24,119 +10,097	+72%	+$1.86M	0.73%	23
2022 Q1	$2.88M	Buy	14,022 +3,034	+28%	+$619K	0.52%	36
2021 Q4	$2.44M	Sell	10,988 -1,312	-11%	-$296K	0.48%	40
2021 Q3	$2.69M	Buy	+12,300	New	+$2.73M	0.59%	32
2021 Q2	–	Sell	-5,992	Closed	-$1.35M	–	367
2021 Q1	$1.32M	Sell	5,992 -2,333	-28%	-$509K	0.34%	59
2020 Q4	$1.63M	Sell	8,325 -638	-7%	-$112K	0.39%	42
2020 Q3	$1.34M	Sell	8,963 -862	-9%	-$130K	0.44%	39
2020 Q2	$1.41M	Buy	9,825 +6,137	+166%	+$805K	0.46%	42
2020 Q1	$421K	Sell	3,688 -569	-13%	-$84.8K	0.2%	99
2019 Q4	$705K	Sell	4,257 -2,804	-40%	-$443K	0.33%	68
2019 Q3	$1.07M	Buy	7,061 +587	+9%	+$89.6K	0.58%	31
2019 Q2	$1.01M	Buy	6,474 +1,431	+28%	+$221K	0.61%	27
2019 Q1	$772K	Sell	5,043 -22,033	-81%	-$3.31M	0.52%	34
2018 Q4	$3.63M	Buy	27,076 +23,864	+743%	+$3.56M	2.32%	7
2018 Q3	$541K	Sell	3,212 -648	-17%	-$109K	0.49%	63
2018 Q2	$632K	Sell	3,860 -743	-16%	-$119K	0.61%	46
2018 Q1	$699K	Buy	+4,603	New	+$711K	0.72%	41

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2026, selling an estimated $769K and leaving 16,646 shares worth $4.13M. The position accounts for 0.43% of the portfolio, ranked #34.

Pinnacle Wealth Planning Services first reported a position in IWM in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.83M in Q4 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Pinnacle Wealth Planning Services held 16,646 shares of iShares Russell 2000 ETF worth $4.13M as of Q1 2026.
Pinnacle Wealth Planning Services sold 2,983 iShares Russell 2000 ETF shares in Q1 2026, an estimated $769K.
iShares Russell 2000 ETF made up 0.43% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #34 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 32 quarters since.
Pinnacle Wealth Planning Services's iShares Russell 2000 ETF position peaked at $4.83M in Q4 2025.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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