Pinnacle Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pinnacle Financial Group’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$604K	Buy	6,002 +2	+0%	+$205	0.17%	62
2025 Q4	$581K	Buy	6,000 +2	+0%	+$193	0.17%	58
2025 Q3	$575K	Buy	5,998 +2	+0%	+$188	0.17%	56
2025 Q2	$545K	Buy	5,996 +2	+0%	+$171	0.18%	53
2025 Q1	$499K	Buy	5,994 +2	+0%	+$180	0.18%	53
2024 Q4	$545K	Buy	5,992 +3	+0.1%	+$283	0.21%	48
2024 Q3	$551K	Buy	5,989 +3	+0.1%	+$268	0.22%	43
2024 Q2	$527K	Hold	5,986	–	–	0.23%	42
2024 Q1	$546K	Hold	5,986	–	–	0.24%	40
2023 Q4	$474K	Hold	5,986	–	–	0.24%	41
2023 Q3	$432K	Hold	5,986	–	–	0.26%	39
2023 Q2	$449K	Hold	5,986	–	–	0.25%	42
2023 Q1	$428K	Hold	5,986	–	–	0.26%	42
2022 Q4	$409K	Buy	5,986 +50	+0.8%	+$3.44K	0.29%	41
2022 Q3	$374K	Hold	5,936	–	–	0.32%	40
2022 Q2	$378K	Hold	5,936	–	–	0.32%	36
2022 Q1	$459K	Hold	5,936	–	–	0.37%	33
2021 Q4	$506K	Buy	+5,936	New	+$498K	0.39%	35

Other funds holding IJK

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Pinnacle Financial Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q1 2026, buying an estimated $205 and bringing the position to 6,002 shares worth $604K. The position accounts for 0.17% of the portfolio, ranked #62.

Pinnacle Financial Group first reported a position in IJK in Q4 2021 and has held it in 18 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Pinnacle Financial Group held 6,002 shares of iShares S&P Mid-Cap 400 Growth ETF worth $604K as of Q1 2026.
Pinnacle Financial Group bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $205.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Pinnacle Financial Group's portfolio in Q1 2026, its #62 holding.
Pinnacle Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 18 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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