Pinnacle Wealth Advisors IWF Holdings History
Number of Shares
175,692.00
Current Holdings Value*
$47.70 Mil
% of Portfolio
1.93%
Total Estimate Gain
$31.70 Mil
% of Total Estimate Gain
70.09%
Pinnacle Wealth Advisors's iShares Russell 1000 Growth ETF Holding Summary
As of 2021-06-30, Pinnacle Wealth Advisors held 175,692.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $47.70 Mil. This investment constitutes 1.93% of their stock portfolio, and Pinnacle Wealth Advisors now holds 0.07% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q2. Based on historical transaction data and IWF's current price of $437.85, Pinnacle Wealth Advisors's estimated gain on his IWF holdings is $31.70 Mil, reflecting a 70.09% gain to date.
Pinnacle Wealth Advisors IWF ($437.85) Holding Chart
Pinnacle Wealth Advisors IWF ($437.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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