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 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 $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Financial Group's IJH Position: Q1 2026 in Review

Pinnacle Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2026, selling an estimated $38.2K and leaving 21,329 shares worth $1.44M. The position accounts for 0.39% of the portfolio, ranked #44.

Pinnacle Financial Group first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Pinnacle Financial Group held 21,329 shares of iShares Core S&P Mid-Cap ETF worth $1.44M as of Q1 2026.
Pinnacle Financial Group sold 551 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $38.2K.
iShares Core S&P Mid-Cap ETF made up 0.39% of Pinnacle Financial Group's portfolio in Q1 2026, its #44 holding.
Pinnacle Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Pinnacle Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $1.44M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.