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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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index