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
2025 Q3	$275K	Hold
2025 Q2	$245K	Hold
2025 Q1	$235K	Sell
2024 Q4	$259K	Buy
2021 Q1	–	Sell
2020 Q4	$152K	Buy
2019 Q4	–	Sell
2019 Q3	$209K	Buy