Pinnacle Family Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pinnacle Family Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$682K	Sell	5,147 -56	-1%	-$7.67K	0.32%	52
2025 Q4	$685K	Sell	5,203 -29	-0.6%	-$3.77K	0.3%	59
2025 Q3	$679K	Sell	5,232 -201	-4%	-$25.7K	0.3%	54
2025 Q2	$671K	Sell	5,433 -161	-3%	-$18.9K	0.33%	57
2025 Q1	$670K	Sell	5,594 -151	-3%	-$18.9K	0.36%	53
2024 Q4	$718K	Sell	5,745 -14	-0.2%	-$1.79K	0.35%	55
2024 Q3	$712K	Sell	5,759 -24	-0.4%	-$2.85K	0.37%	56
2024 Q2	$656K	Sell	5,783 -329	-5%	-$37.5K	0.36%	50
2024 Q1	$723K	Sell	6,112 -154	-2%	-$17.3K	0.39%	43
2023 Q4	$715K	Sell	6,266 -1,383	-18%	-$142K	0.42%	40
2023 Q3	$772K	Sell	7,649 -465	-6%	-$49.7K	0.44%	35
2023 Q2	$869K	Sell	8,114 -4,839	-37%	-$492K	0.47%	38
2023 Q1	$1.33M	Sell	12,953 -50,990	-80%	-$5.45M	0.81%	27
2022 Q4	$6.45M	Buy	63,943 +44,119	+223%	+$4.41M	4.6%	6
2022 Q3	$1.78M	Sell	19,824 -40,025	-67%	-$3.98M	1.55%	16
2022 Q2	$5.65M	Sell	59,849 -5,868	-9%	-$598K	4.61%	7
2022 Q1	$7.21M	Buy	65,717 +53,295	+429%	+$5.75M	3.84%	6
2021 Q4	$1.38M	Sell	12,422 -106,890	-90%	-$11.6M	0.62%	29
2021 Q3	$12.3M	Buy	119,312 +8,519	+8%	+$895K	5.5%	6
2021 Q2	$11.7M	Buy	110,793 +17,472	+19%	+$1.87M	5.1%	6
2021 Q1	$9.51M	Buy	+93,321	New	+$8.91M	4.99%	4
2017 Q2	–	Sell	-225,864	Closed	-$16.8M	–	72
2017 Q1	$16.8M	Buy	225,864 +190,790	+544%	+$14.2M	10.37%	2
2016 Q4	$2.55M	Buy	+35,074	New	+$2.43M	1.56%	20

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Pinnacle Family Advisors's IJJ Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.1% in Q1 2026, selling an estimated $7.67K and leaving 5,147 shares worth $682K. The position accounts for 0.32% of the portfolio, ranked #52.

Pinnacle Family Advisors first reported a position in IJJ in Q4 2016 and has held it in 23 quarters since. The position peaked at $16.8M in Q1 2017. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Pinnacle Family Advisors held 5,147 shares of iShares S&P Mid-Cap 400 Value ETF worth $682K as of Q1 2026.
Pinnacle Family Advisors sold 56 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $7.67K.
iShares S&P Mid-Cap 400 Value ETF made up 0.32% of Pinnacle Family Advisors's portfolio in Q1 2026, its #52 holding.
Pinnacle Family Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 23 quarters since.
Pinnacle Family Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $16.8M in Q1 2017.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.