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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 94% in Q1 2026, selling an estimated $38.9K and leaving 18 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Pinnacle Wealth Planning Services first reported a position in IWS in Q4 2020 and has held it in 3 quarters since. The position peaked at $39.5K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 18 shares of iShares Russell Mid-Cap Value ETF worth $2.62K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 262 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $38.9K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2400 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's iShares Russell Mid-Cap Value ETF position peaked at $39.5K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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