Pinnacle Family Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
5,794
-13,767
| -70% | -$854K | 0.17% | 85 |
|
|
2025
Q1 | $1.14M | Buy |
19,561
+115
| +0.6% | +$6.71K | 0.62% | 39 |
|
|
2024
Q4 | $1.21M | Sell |
19,446
-375
| -2% | -$23.4K | 0.59% | 39 |
|
|
2024
Q3 | $1.24M | Sell |
19,821
-2,444
| -11% | -$152K | 0.64% | 40 |
|
|
2024
Q2 | $1.3M | Buy |
+22,265
| New | +$1.3M | 0.72% | 30 |
|
|
2023
Q4 | – | Sell |
-29,535
| Closed | -$1.47M | – | 96 |
|
|
2023
Q3 | $1.47M | Buy |
29,535
+1,040
| +4% | +$51.9K | 0.84% | 20 |
|
|
2023
Q2 | $1.49M | Buy |
+28,495
| New | +$1.49M | 0.8% | 23 |
|
|
2023
Q1 | – | Sell |
-27,410
| Closed | -$1.33M | – | 103 |
|
|
2022
Q4 | $1.33M | Buy |
+27,410
| New | +$1.33M | 0.95% | 22 |
|
|
2022
Q3 | – | Sell |
-35,510
| Closed | -$1.61M | – | 83 |
|
|
2022
Q2 | $1.61M | Sell |
35,510
-36,130
| -50% | -$1.64M | 1.31% | 17 |
|
|
2022
Q1 | $3.85M | Buy |
71,640
+55,865
| +354% | +$3M | 2.05% | 13 |
|
|
2021
Q4 | $893K | Buy |
15,775
+1,495
| +10% | +$84.6K | 0.4% | 41 |
|
|
2021
Q3 | $751K | Sell |
14,280
-148,475
| -91% | -$7.81M | 0.34% | 50 |
|
|
2021
Q2 | $8.75M | Buy |
162,755
+23,785
| +17% | +$1.28M | 3.82% | 8 |
|
|
2021
Q1 | $7.23M | Buy |
138,970
+99,490
| +252% | +$5.18M | 3.79% | 10 |
|
|
2020
Q4 | $1.82M | Buy |
39,480
+12,785
| +48% | +$588K | 1.11% | 22 |
|
|
2020
Q3 | $989K | Buy |
26,695
+255
| +1% | +$9.45K | 0.67% | 29 |
|
|
2020
Q2 | $940K | Buy |
26,440
+1,025
| +4% | +$36.4K | 0.82% | 30 |
|
|
2020
Q1 | $739K | Sell |
25,415
-19,985
| -44% | -$581K | 0.89% | 26 |
|
|
2019
Q4 | $1.87M | Buy |
45,400
+40
| +0.1% | +$1.65K | 1.68% | 13 |
|
|
2019
Q3 | $1.75M | Buy |
45,360
+18,370
| +68% | +$710K | 1.55% | 15 |
|
|
2019
Q2 | $1.05M | Sell |
26,990
-16,265
| -38% | -$632K | 0.87% | 29 |
|
|
2019
Q1 | $1.64M | Sell |
43,255
-14,135
| -25% | -$536K | 1.46% | 21 |
|
|
2018
Q4 | $1.91M | Sell |
57,390
-33,745
| -37% | -$1.12M | 1.28% | 22 |
|
|
2018
Q3 | $3.67M | Sell |
91,135
-45
| -0% | -$1.81K | 1.94% | 13 |
|
|
2018
Q2 | $3.57M | Sell |
91,180
-184,035
| -67% | -$7.2M | 1.9% | 17 |
|
|
2018
Q1 | $10.3M | Buy |
275,215
+184,275
| +203% | +$6.91M | 5.89% | 5 |
|
|
2017
Q4 | $3.45M | Buy |
90,940
+1,310
| +1% | +$49.7K | 1.59% | 25 |
|
|
2017
Q3 | $3.21M | Sell |
89,630
-12,210
| -12% | -$437K | 1.51% | 19 |
|
|
2017
Q2 | $3.54M | Sell |
101,840
-258,980
| -72% | -$9.01M | 1.98% | 17 |
|
|
2017
Q1 | $12.4M | Buy |
360,820
+267,120
| +285% | +$9.15M | 7.64% | 4 |
|
|
2016
Q4 | $3.1M | Buy |
+93,700
| New | +$3.1M | 1.9% | 15 |
|