Pinnacle Wealth Planning Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.7K	Hold	114	–	–	﹤0.01%	1858
2026 Q1	$14.6K	Hold	114	–	–	﹤0.01%	1845
2025 Q4	$15.6K	Buy	+114	New	+$15.9K	﹤0.01%	1829
2021 Q1	–	Sell	-314	Closed	-$32K	–	1147
2020 Q4	$32K	Buy	+314	New	+$29.9K	0.01%	976

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's IWP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 114 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Pinnacle Wealth Planning Services first reported a position in IWP in Q4 2020 and has held it in 4 quarters since. The position peaked at $32K in Q4 2020. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pinnacle Wealth Planning Services held 114 shares of iShares Russell Mid-Cap Growth ETF worth $16.7K as of Q2 2026.
Pinnacle Wealth Planning Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1858 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's iShares Russell Mid-Cap Growth ETF position peaked at $32K in Q4 2020.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.