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iShares Russell 2000 Index shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 56k 220.89
2024-06-30 $11M 56k 202.89
2024-03-31 $11M 54k 210.30
2023-12-31 $11M 54k 200.71
2023-09-30 $9.7M 55k 176.74
2023-06-30 $8.4M 45k 187.27
2023-03-31 $10M 58k 178.40
2022-12-31 $8.7M 50k 174.36
2022-09-30 $7.1M 43k 164.91
2022-06-30 $5.3M 31k 169.36
2022-03-31 $6.3M 31k 205.28
2021-12-31 $2.0M 8.9k 222.50
2021-09-30 $625k 2.9k 218.61
2021-06-30 $492k 2.1k 229.48
2021-03-31 $474k 2.1k 221.08
2020-12-31 $357k 1.8k 195.83
2020-09-30 $1.3M 8.8k 149.75
2020-06-30 $1.4M 10k 143.14
2020-03-31 $1.3M 12k 114.43
2019-12-31 $1.4M 8.5k 165.61
2019-09-30 $1.3M 8.5k 151.32
2019-06-30 $1.3M 8.5k 155.54
2019-03-31 $1.3M 8.4k 153.12
2018-12-31 $1.1M 8.4k 133.92
2018-09-30 $1.4M 8.4k 168.52
2018-06-30 $1.4M 8.4k 163.78
2018-03-31 $1.3M 8.4k 151.81
2017-12-31 $1.3M 8.4k 152.41
2017-09-30 $1.3M 8.4k 148.14
2017-06-30 $1.2M 8.4k 140.91
2017-03-31 $1.1M 8.4k 137.49
2016-12-31 $1.1M 8.4k 134.85
2016-09-30 $1.0M 8.4k 124.19
2016-06-30 $960k 8.4k 114.97
2016-03-31 $1.1M 9.9k 110.66
2015-12-31 $1.2M 10k 112.66

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index