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
2023 Q4	–	Sell	-800	Closed	-$141	–	504
2023 Q3	$141	Hold	800	–	–	﹤0.01%	450
2023 Q2	$150	Hold	800	–	–	﹤0.01%	458
2023 Q1	$143	Hold	800	–	–	﹤0.01%	471
2022 Q4	$139	Sell	800 -1,000	-56%	-$178K	﹤0.01%	445
2022 Q3	$296K	Buy	+1,800	New	+$328K	0.05%	240
2022 Q1	–	Sell	-1,700	Closed	-$378K	–	460
2021 Q4	$378K	Hold	1,700	–	–	0.07%	216
2021 Q3	$372K	Sell	1,700 -9,346	-85%	-$2.07M	0.08%	204
2021 Q2	$2.53M	Buy	11,046 +9,446	+590%	+$2.12M	0.59%	33
2021 Q1	$354K	Buy	+1,600	New	+$349K	0.09%	192

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.