Pinnacle Wealth Planning Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $491K | Sell |
1,247
-26
| -2% | -$9.49K | 0.05% | 230 |
|
|
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
B
CCWM
DADC
Pinnacle Wealth Planning Services's IWO Position: Q2 2026 in Review
Pinnacle Wealth Planning Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2% in Q2 2026, selling an estimated $9.49K and leaving 1,247 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #230.
Pinnacle Wealth Planning Services first reported a position in IWO in Q4 2017 and has held it in 35 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.
- Pinnacle Wealth Planning Services held 1,247 shares of iShares Russell 2000 Growth ETF worth $491K as of Q2 2026.
- Pinnacle Wealth Planning Services sold 26 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $9.49K.
- iShares Russell 2000 Growth ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #230 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.