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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.1K	Buy	128 +110	+611%	+$17.4K	﹤0.01%	1759
2026 Q1	$2.62K	Sell	18 -262	-94%	-$38.9K	﹤0.01%	2400
2025 Q4	$39.5K	Buy	+280	New	+$39.1K	﹤0.01%	1368
2021 Q1	–	Sell	-122	Closed	-$12K	–	1149
2020 Q4	$12K	Buy	+122	New	+$11K	﹤0.01%	1333

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 611% in Q2 2026, buying an estimated $17.4K and bringing the position to 128 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Pinnacle Wealth Planning Services first reported a position in IWS in Q4 2020 and has held it in 4 quarters since. The position peaked at $39.5K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Pinnacle Wealth Planning Services held 128 shares of iShares Russell Mid-Cap Value ETF worth $21.1K as of Q2 2026.
Pinnacle Wealth Planning Services bought 110 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $17.4K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1759 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's iShares Russell Mid-Cap Value ETF position peaked at $39.5K in Q4 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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