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

Pinnacle Financial 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
2026 Q2	$1.63M	Sell	21,138 -191	-0.9%	-$14K	0.4%	46
2026 Q1	$1.44M	Sell	21,329 -551	-3%	-$38.2K	0.39%	44
2025 Q4	$1.44M	Sell	21,880 -117	-0.5%	-$7.66K	0.42%	43
2025 Q3	$1.44M	Sell	21,997 -143	-0.6%	-$9.19K	0.43%	42
2025 Q2	$1.37M	Sell	22,140 -243	-1%	-$14.3K	0.46%	40
2025 Q1	$1.31M	Buy	22,383 +10	+0%	+$621	0.47%	38
2024 Q4	$1.39M	Buy	22,373 +17	+0.1%	+$1.09K	0.55%	32
2024 Q3	$1.39M	Buy	22,356 +14	+0.1%	+$844	0.55%	32
2024 Q2	$1.31M	Buy	22,342 +1	+0%	+$59	0.56%	31
2024 Q1	$1.36M	Sell	22,341 -169	-0.8%	-$9.57K	0.6%	31
2023 Q4	$1.25M	Hold	22,510	–	–	0.64%	29
2023 Q3	$1.12M	Hold	22,510	–	–	0.67%	29
2023 Q2	$1.18M	Sell	22,510 -3,000	-12%	-$149K	0.67%	29
2023 Q1	$1.28M	Hold	25,510	–	–	0.76%	28
2022 Q4	$1.23M	Hold	25,510	–	–	0.87%	26
2022 Q3	$1.12M	Hold	25,510	–	–	0.97%	25
2022 Q2	$1.15M	Hold	25,510	–	–	0.98%	24
2022 Q1	$1.37M	Hold	25,510	–	–	1.11%	22
2021 Q4	$1.44M	Buy	+25,510	New	+$1.42M	1.12%	21

Other funds holding IJH

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Pinnacle Financial Group's IJH Position: Q2 2026 in Review

Pinnacle Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.9% in Q2 2026, selling an estimated $14K and leaving 21,138 shares worth $1.63M. The position accounts for 0.4% of the portfolio, ranked #46.

Pinnacle Financial Group first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pinnacle Financial Group held 21,138 shares of iShares Core S&P Mid-Cap ETF worth $1.63M as of Q2 2026.
Pinnacle Financial Group sold 191 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14K.
iShares Core S&P Mid-Cap ETF made up 0.4% of Pinnacle Financial Group's portfolio in Q2 2026, its #46 holding.
Pinnacle Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.