Pinnacle Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pinnacle Advisory Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$4.56M	Buy	87,605 +5,630	+7%	+$281K	0.21%	54
2020 Q4	$3.77M	Sell	81,975 -6,060	-7%	-$255K	0.23%	51
2020 Q3	$3.26M	Buy	88,035 +4,620	+6%	+$173K	0.22%	48
2020 Q2	$2.97M	Sell	83,415 -9,000	-10%	-$299K	0.21%	48
2020 Q1	$2.66M	Buy	92,415 +820	+0.9%	+$30.5K	0.26%	40
2019 Q4	$3.77M	Buy	91,595 +2,865	+3%	+$114K	0.25%	44
2019 Q3	$3.43M	Sell	88,730 -1,320	-1%	-$50.7K	0.24%	39
2019 Q2	$3.5M	Sell	90,050 -355	-0.4%	-$13.6K	0.24%	43
2019 Q1	$3.42M	Sell	90,405 -7,640	-8%	-$282K	0.24%	39
2018 Q4	$3.26M	Sell	98,045 -28,665	-23%	-$1.05M	0.24%	41
2018 Q3	$5.1M	Buy	126,710 +11,945	+10%	+$480K	0.35%	32
2018 Q2	$4.47M	Buy	114,765 +8,835	+8%	+$341K	0.27%	31
2018 Q1	$3.97M	Buy	105,930 +11,320	+12%	+$433K	0.24%	32
2017 Q4	$3.59M	Buy	94,610 +10,465	+12%	+$387K	0.21%	38
2017 Q3	$3.01M	Buy	84,145 +7,590	+10%	+$264K	0.19%	36
2017 Q2	$2.66M	Buy	76,555 +28,250	+58%	+$975K	0.17%	42
2017 Q1	$1.65M	Buy	48,305 +15,735	+48%	+$536K	0.11%	52
2016 Q4	$1.08M	Buy	32,570 +22,865	+236%	+$725K	0.07%	67
2016 Q3	$295K	Buy	+9,705	New	+$300K	0.02%	100
2015 Q1	–	Sell	-8,850	Closed	-$215K	–	152
2014 Q4	$215K	Hold	8,850	–	–	0.02%	130
2014 Q3	$215K	Hold	8,850	–	–	0.03%	113
2014 Q2	$215K	Buy	+8,850	New	+$243K	0.03%	107
2014 Q1	–	Sell	-8,850	Closed	-$215K	–	116
2013 Q4	$215K	Hold	8,850	–	–	0.03%	84
2013 Q3	$215K	Sell	8,850 -1,250	-12%	-$30.5K	0.03%	91
2013 Q2	$233K	Buy	+10,100	New	+$234K	0.03%	75

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Advisory Group's IJH Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q1 2021, buying an estimated $281K and bringing the position to 87,605 shares worth $4.56M. The position accounts for 0.21% of the portfolio, ranked #54.

Pinnacle Advisory Group first reported a position in IJH in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.1M in Q3 2018. 1,617 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

Pinnacle Advisory Group held 87,605 shares of iShares Core S&P Mid-Cap ETF worth $4.56M as of Q1 2021.
Pinnacle Advisory Group bought 5,630 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $281K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Pinnacle Advisory Group's portfolio in Q1 2021, its #54 holding.
Pinnacle Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 25 quarters since.
Pinnacle Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $5.1M in Q3 2018.
1,617 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.