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iShares Russell 1000 Value Index shares owned by Pinnacle Wealth Management Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pinnacle Wealth Management Group from 13F filings

Historical chart of Pinnacle Wealth Management Group investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Pinnacle Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 24k 179.11
2023-12-31 $4.3M 26k 165.25
2023-09-30 $3.8M 25k 151.82

More positions owned by Pinnacle Wealth Management Group

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Trust Nasdaq 100 Mana
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Pinnacle Wealth Management Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index