Pinnacle Family Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $679K | Sell |
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|
2025
Q2 | $671K | Sell |
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2025
Q1 | $670K | Sell |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $715K | Sell |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $6.45M | Buy |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $5.65M | Sell |
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|
2022
Q1 | $7.21M | Buy |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $12.3M | Buy |
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|
2021
Q2 | $11.7M | Buy |
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|
2021
Q1 | $9.51M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $16.8M | Buy |
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|
2016
Q4 | $2.55M | Buy |
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