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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$399K	Buy	1,273 +38	+3%	+$12.6K	0.04%	260
2025 Q4	$399K	Hold	1,235	–	–	0.04%	254
2025 Q3	$395K	Hold	1,235	–	–	0.05%	258
2025 Q2	$353K	Hold	1,235	–	–	0.05%	257
2025 Q1	$316K	Sell	1,235 -35	-3%	-$9.88K	0.05%	246
2024 Q4	$366K	Buy	1,270 +260	+26%	+$76.9K	0.05%	210
2024 Q3	$287K	Hold	1,010	–	–	0.04%	320
2024 Q2	$265K	Hold	1,010	–	–	0.04%	321
2024 Q1	$274K	Hold	1,010	–	–	0.04%	324
2023 Q4	$255K	Hold	1,010	–	–	0.04%	317
2023 Q3	$226K	Sell	1,010 -42	-4%	-$10.1K	0.04%	329
2023 Q2	$255K	Hold	1,052	–	–	0.04%	300
2023 Q1	$239K	Sell	1,052 -26	-2%	-$5.95K	0.04%	322
2022 Q4	$231K	Hold	1,078	–	–	0.04%	325
2022 Q3	$223K	Buy	1,078 +26	+2%	+$5.85K	0.04%	306
2022 Q2	$217K	Sell	1,052 -22	-2%	-$4.91K	0.04%	328
2022 Q1	$275K	Sell	1,074 -190	-15%	-$48.6K	0.05%	285
2021 Q4	$371K	Hold	1,264	–	–	0.07%	219
2021 Q3	$371K	Buy	1,264 +3	+0.2%	+$901	0.08%	205
2021 Q2	$393K	Hold	1,261	–	–	0.09%	185
2021 Q1	$379K	Sell	1,261 -18	-1%	-$5.59K	0.1%	176
2020 Q4	$367K	Sell	1,279 -158	-11%	-$40.3K	0.09%	154
2020 Q3	$318K	Hold	1,437	–	–	0.11%	158
2020 Q2	$297K	Sell	1,437 -325	-18%	-$60.8K	0.1%	163
2020 Q1	$278K	Hold	1,762	–	–	0.13%	146
2019 Q4	$377K	Hold	1,762	–	–	0.18%	123
2019 Q3	$339K	Hold	1,762	–	–	0.18%	106
2019 Q2	$354K	Sell	1,762 -182	-9%	-$36K	0.21%	93
2019 Q1	$382K	Hold	1,944	–	–	0.26%	75
2018 Q4	$327K	Sell	1,944 -27	-1%	-$5.04K	0.21%	87
2018 Q3	$424K	Sell	1,971 -92	-4%	-$19.6K	0.39%	88
2018 Q2	$422K	Hold	2,063	–	–	0.41%	83
2018 Q1	$393K	Hold	2,063	–	–	0.4%	85
2017 Q4	$385K	Buy	+2,063	New	+$377K	0.78%	28

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCIIS

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

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

Pinnacle Wealth Planning Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.1% in Q1 2026, buying an estimated $12.6K and bringing the position to 1,273 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #260.

Pinnacle Wealth Planning Services first reported a position in IWO in Q4 2017 and has held it in 34 quarters since. The position peaked at $424K in Q3 2018. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Pinnacle Wealth Planning Services held 1,273 shares of iShares Russell 2000 Growth ETF worth $399K as of Q1 2026.
Pinnacle Wealth Planning Services bought 38 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $12.6K.
iShares Russell 2000 Growth ETF made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #260 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
Pinnacle Wealth Planning Services's iShares Russell 2000 Growth ETF position peaked at $424K in Q3 2018.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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