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Ishares Tr rus200 grw idx shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx 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 Tr rus200 grw idx by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 1.0k 273.65
2025-06-30 $252k 1.0k 246.51
2025-03-31 $216k 1.0k 210.94

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
SPDR S&P 500 ETF Tr Etf (SPY)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Branch Banking & Trust Company
Boulay Financial Advisors
Advisor Group Holdings
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx