Pinnacle Family Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $418K | Buy |
6,187
+149
| +2% | +$10.3K | 0.2% | 81 |
|
|
2025
Q4 | $399K | Buy |
6,038
+93
| +2% | +$6.09K | 0.18% | 94 |
|
|
2025
Q3 | $388K | Buy |
5,945
+151
| +3% | +$9.7K | 0.17% | 85 |
|
|
2025
Q2 | $359K | Sell |
5,794
-13,767
| -70% | -$808K | 0.17% | 85 |
|
|
2025
Q1 | $1.14M | Buy |
19,561
+115
| +0.6% | +$7.14K | 0.62% | 39 |
|
|
2024
Q4 | $1.21M | Sell |
19,446
-375
| -2% | -$24.1K | 0.59% | 39 |
|
|
2024
Q3 | $1.24M | Sell |
19,821
-2,444
| -11% | -$147K | 0.64% | 40 |
|
|
2024
Q2 | $1.3M | Buy |
+22,265
| New | +$1.31M | 0.72% | 30 |
|
|
2023
Q4 | – | Sell |
-29,535
| Closed | -$1.47M | – | 96 |
|
|
2023
Q3 | $1.47M | Buy |
29,535
+1,040
| +4% | +$54.5K | 0.84% | 20 |
|
|
2023
Q2 | $1.49M | Buy |
+28,495
| New | +$1.42M | 0.8% | 23 |
|
|
2023
Q1 | – | Sell |
-27,410
| Closed | -$1.33M | – | 103 |
|
|
2022
Q4 | $1.33M | Buy |
+27,410
| New | +$1.32M | 0.95% | 22 |
|
|
2022
Q3 | – | Sell |
-35,510
| Closed | -$1.61M | – | 83 |
|
|
2022
Q2 | $1.61M | Sell |
35,510
-36,130
| -50% | -$1.78M | 1.31% | 17 |
|
|
2022
Q1 | $3.85M | Buy |
71,640
+55,865
| +354% | +$2.97M | 2.05% | 13 |
|
|
2021
Q4 | $893K | Buy |
15,775
+1,495
| +10% | +$83.2K | 0.4% | 41 |
|
|
2021
Q3 | $751K | Sell |
14,280
-148,475
| -91% | -$7.99M | 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% | +$4.97M | 3.79% | 10 |
|
|
2020
Q4 | $1.81M | Buy |
39,480
+12,785
| +48% | +$539K | 1.11% | 22 |
|
|
2020
Q3 | $989K | Buy |
26,695
+255
| +1% | +$9.53K | 0.67% | 29 |
|
|
2020
Q2 | $940K | Buy |
26,440
+1,025
| +4% | +$34K | 0.82% | 30 |
|
|
2020
Q1 | $739K | Sell |
25,415
-19,985
| -44% | -$743K | 0.89% | 26 |
|
|
2019
Q4 | $1.87M | Buy |
45,400
+40
| +0.1% | +$1.58K | 1.68% | 13 |
|
|
2019
Q3 | $1.75M | Buy |
45,360
+18,370
| +68% | +$706K | 1.55% | 15 |
|
|
2019
Q2 | $1.05M | Sell |
26,990
-16,265
| -38% | -$623K | 0.87% | 29 |
|
|
2019
Q1 | $1.64M | Sell |
43,255
-14,135
| -25% | -$522K | 1.46% | 21 |
|
|
2018
Q4 | $1.91M | Sell |
57,390
-33,745
| -37% | -$1.23M | 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% | -$7.11M | 1.9% | 17 |
|
|
2018
Q1 | $10.3M | Buy |
275,215
+184,275
| +203% | +$7.05M | 5.89% | 5 |
|
|
2017
Q4 | $3.45M | Buy |
90,940
+1,310
| +1% | +$48.4K | 1.59% | 25 |
|
|
2017
Q3 | $3.21M | Sell |
89,630
-12,210
| -12% | -$425K | 1.51% | 19 |
|
|
2017
Q2 | $3.54M | Sell |
101,840
-258,980
| -72% | -$8.94M | 1.98% | 17 |
|
|
2017
Q1 | $12.4M | Buy |
360,820
+267,120
| +285% | +$9.09M | 7.64% | 4 |
|
|
2016
Q4 | $3.1M | Buy |
+93,700
| New | +$2.97M | 1.9% | 15 |
|
Other funds holding IJH
Pinnacle Family Advisors's IJH Position: Q1 2026 in Review
Pinnacle Family Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 6,187 shares worth $418K. The position accounts for 0.2% of the portfolio, ranked #81.
Pinnacle Family Advisors first reported a position in IJH in Q4 2016 and has held it in 34 quarters since. The position peaked at $12.4M in Q1 2017. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Pinnacle Family Advisors held 6,187 shares of iShares Core S&P Mid-Cap ETF worth $418K as of Q1 2026.
- Pinnacle Family Advisors bought 149 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.3K.
- iShares Core S&P Mid-Cap ETF made up 0.2% of Pinnacle Family Advisors's portfolio in Q1 2026, its #81 holding.
- Pinnacle Family Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 34 quarters since.
- Pinnacle Family Advisors's iShares Core S&P Mid-Cap ETF position peaked at $12.4M in Q1 2017.
- 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.