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 Q2	$705K	Buy	6,003 +1	+0%	+$111	0.17%	61
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 $1.89T AUM 35.08% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Pinnacle Financial Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.02% in Q2 2026, buying an estimated $111 and bringing the position to 6,003 shares worth $705K. The position accounts for 0.17% of the portfolio, ranked #61.

Pinnacle Financial Group first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Pinnacle Financial Group held 6,003 shares of iShares S&P Mid-Cap 400 Growth ETF worth $705K as of Q2 2026.
Pinnacle Financial Group bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Pinnacle Financial Group's portfolio in Q2 2026, its #61 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 19 quarters since.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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