Pinnacle Wealth Planning Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.62K	Sell
2025 Q4	$39.5K	Buy
2021 Q1	–	Sell
2020 Q4	$12K	Buy