Pinnacle Wealth Planning Services
IWV icon

Pinnacle Wealth Planning Services’s iShares Russell 3000 ETF IWV Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$86.3K Sell
200
-195
-49% -$84.3K 0.01% 944
2026
Q2 		$168K Buy
395
+195
+98% +$80.3K 0.02% 603
2026
Q1 		$74.1K Sell
200
-61
-23% -$23.6K 0.01% 982
2025
Q4 		$101K Buy
+261
New +$100K 0.01% 785
2024
Q4 		– Sell
-865
Closed -$283K – 478
2024
Q3 		$283K Buy
+865
New +$272K 0.04% 323
2022
Q4 		– Sell
-1,970
Closed -$408K – 471
2022
Q3 		$408K Sell
1,970
-237
-11% -$54.5K 0.08% 174
2022
Q2 		$480K Buy
2,207
+429
+24% +$102K 0.09% 162
2022
Q1 		$466K Buy
1,778
+264
+17% +$68.3K 0.08% 176
2021
Q4 		$420K Hold
1,514
– – 0.08% 193
2021
Q3 		$386K Sell
1,514
-13
-0.9% -$3.4K 0.09% 191
2021
Q2 		$390K Buy
1,527
+13
+0.9% +$3.24K 0.09% 186
2021
Q1 		$359K Sell
1,514
-340
-18% -$79K 0.09% 186
2020
Q4 		$414K Sell
1,854
-64
-3% -$13.4K 0.1% 133
2020
Q3 		$375K Sell
1,918
-187
-9% -$36.2K 0.12% 127
2020
Q2 		$379K Buy
2,105
+520
+33% +$88.1K 0.12% 135
2020
Q1 		$235K Sell
1,585
-57
-3% -$10.1K 0.11% 166
2019
Q4 		$309K Sell
1,642
-908
-36% -$164K 0.15% 147
2019
Q3 		$443K Buy
2,550
+640
+34% +$111K 0.24% 85
2019
Q2 		$329K Sell
1,910
-141
-7% -$23.9K 0.2% 99
2019
Q1 		$342K Sell
2,051
-6,216
-75% -$998K 0.23% 90
2018
Q4 		$1.22M Buy
8,267
+5,084
+160% +$808K 0.78% 24
2018
Q3 		$549K Buy
3,183
+210
+7% +$35.6K 0.5% 61
2018
Q2 		$483K Sell
2,973
-1,926
-39% -$310K 0.47% 68
2018
Q1 		$766K Buy
4,899
+3,314
+209% +$535K 0.79% 39
2017
Q4 		$251K Buy
+1,585
New +$244K 0.51% 40

Other funds holding IWV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's IWV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares Russell 3000 ETF (IWV) stake by 49% in Q3 2026, selling an estimated $84.3K and leaving 200 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #944.

Pinnacle Wealth Planning Services first reported a position in IWV in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.22M in Q4 2018. 533 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Pinnacle Wealth Planning Services held 200 shares of iShares Russell 3000 ETF worth $86.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 195 iShares Russell 3000 ETF shares in Q3 2026, an estimated $84.3K.
  • iShares Russell 3000 ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #944 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's iShares Russell 3000 ETF position peaked at $1.22M in Q4 2018.
  • 533 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.