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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Hold	1,556	–	–	0.03%	344
2025 Q4	$282K	Hold	1,556	–	–	0.03%	350
2025 Q3	$275K	Hold	1,556	–	–	0.03%	351
2025 Q2	$245K	Hold	1,556	–	–	0.03%	358
2025 Q1	$235K	Sell	1,556 -20	-1%	-$3.23K	0.04%	318
2024 Q4	$259K	Buy	+1,576	New	+$269K	0.04%	289
2021 Q1	–	Sell	-1,156	Closed	-$152K	–	1146
2020 Q4	$152K	Buy	+1,156	New	+$136K	0.04%	342
2019 Q4	–	Sell	-1,751	Closed	-$209K	–	248
2019 Q3	$209K	Buy	+1,751	New	+$207K	0.11%	175

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 1,556 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #344.

Pinnacle Wealth Planning Services first reported a position in IWN in Q3 2019 and has held it in 8 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Pinnacle Wealth Planning Services held 1,556 shares of iShares Russell 2000 Value ETF worth $295K as of Q1 2026.
Pinnacle Wealth Planning Services left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #344 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and has held it in 8 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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