Pinnacle Wealth Planning Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $4.56M | Sell |
16,396
-4,923
| -23% | -$1.45M | 0.44% | 34 |
|
|
2026
Q2 | $6.41M | Buy |
21,319
+4,673
| +28% | +$1.31M | 0.61% | 26 |
|
|
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
Pinnacle Wealth Planning Services's IWM Position: Q3 2026 in Review
Pinnacle Wealth Planning Services reduced its iShares Russell 2000 ETF (IWM) stake by 23% in Q3 2026, selling an estimated $1.45M and leaving 16,396 shares worth $4.56M. The position accounts for 0.44% of the portfolio, ranked #34.
Pinnacle Wealth Planning Services first reported a position in IWM in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.41M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- Pinnacle Wealth Planning Services held 16,396 shares of iShares Russell 2000 ETF worth $4.56M as of Q3 2026.
- Pinnacle Wealth Planning Services sold 4,923 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.45M.
- iShares Russell 2000 ETF made up 0.44% of Pinnacle Wealth Planning Services's portfolio in Q3 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 34 quarters since.
- Pinnacle Wealth Planning Services's iShares Russell 2000 ETF position peaked at $6.41M in Q2 2026.
- 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.