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Pinnacle Financial Partners (Tennessee)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.7M Sell
43,961
-13
-0% -$1.67K 0.14% 160
2025
Q2 		$5.43M Buy
43,974
+6,444
+17% +$758K 0.11% 171
2025
Q1 		$4.49M Buy
37,530
+6,827
+22% +$855K 0.09% 178
2024
Q4 		$3.84M Buy
30,703
+5,494
+22% +$701K 0.08% 184
2024
Q3 		$3.12M Sell
25,209
-273
-1% -$32.5K 0.06% 191
2024
Q2 		$2.89M Buy
25,482
+2,248
+10% +$256K 0.06% 196
2024
Q1 		$2.75M Buy
23,234
+2,271
+11% +$256K 0.06% 196
2023
Q4 		$2.39M Buy
20,963
+660
+3% +$67.9K 0.06% 198
2023
Q3 		$2.05M Buy
20,303
+1,546
+8% +$165K 0.05% 196
2023
Q2 		$2.01M Buy
18,757
+1,029
+6% +$105K 0.05% 196
2023
Q1 		$1.82M Sell
17,728
-4,137
-19% -$442K 0.05% 204
2022
Q4 		$2.2M Buy
21,865
+5,357
+32% +$535K 0.06% 192
2022
Q3 		$1.49M Sell
16,508
-2,885
-15% -$287K 0.05% 208
2022
Q2 		$1.83M Sell
19,393
-555
-3% -$56.6K 0.07% 192
2022
Q1 		$2.19M Sell
19,948
-2,523
-11% -$272K 0.07% 185
2021
Q4 		$2.49M Hold
22,471
– – 0.08% 179
2021
Q3 		$2.32M Sell
22,471
-1,671
-7% -$176K 0.08% 176
2021
Q2 		$2.54M Sell
24,142
-338
-1% -$36.1K 0.1% 155
2021
Q1 		$2.5M Buy
24,480
+7,869
+47% +$751K 0.11% 152
2020
Q4 		$1.43M Sell
16,611
-615
-4% -$48.2K 0.07% 184
2020
Q3 		$1.16M Hold
17,226
– – 0.06% 182
2020
Q2 		$1.15M Sell
17,226
-122
-0.7% -$7.65K 0.07% 180
2020
Q1 		$952K Sell
17,348
-1,324
-7% -$99.5K 0.07% 192
2019
Q4 		$1.59M Buy
18,672
+3,220
+21% +$265K 0.1% 170
2019
Q3 		$1.24M Buy
15,452
+488
+3% +$38.4K 0.09% 178
2019
Q2 		$1.19M Sell
14,964
-206
-1% -$16.3K 0.09% 178
2019
Q1 		$1.19M Sell
15,170
-304
-2% -$23.5K 0.1% 175
2018
Q4 		$1.07M Sell
15,474
-5,168
-25% -$395K 0.1% 171
2018
Q3 		$1.73M Buy
20,642
+4,228
+26% +$353K 0.15% 151
2018
Q2 		$1.33M Hold
16,414
– – 0.13% 156
2018
Q1 		$1.27M Hold
16,414
– – 0.13% 160
2017
Q4 		$1.31M Buy
16,414
+64
+0.4% +$5K 0.14% 151
2017
Q3 		$1.25M Sell
16,350
-586
-3% -$43.5K 0.16% 135
2017
Q2 		$1.26M Sell
16,936
-4,430
-21% -$327K 0.18% 137
2017
Q1 		$1.58M Hold
21,366
– – 0.31% 105
2016
Q4 		$1.55M Buy
21,366
+484
+2% +$33.5K 0.34% 97
2016
Q3 		$1.38M Hold
20,882
– – 0.31% 98
2016
Q2 		$1.38M Sell
20,882
-628
-3% -$39.5K 0.32% 96
2016
Q1 		$1.33M Sell
21,510
-2,960
-12% -$168K 0.34% 89
2015
Q4 		$1.43M Buy
24,470
+3,640
+17% +$220K 0.45% 62
2015
Q3 		$1.2M Hold
20,830
– – 0.38% 80
2015
Q2 		$1.34M Sell
20,830
-830
-4% -$54.8K 0.43% 75
2015
Q1 		$1.42M Sell
21,660
-400
-2% -$25.7K 0.47% 73
2014
Q4 		$1.41M Hold
22,060
– – 0.49% 68
2014
Q3 		$1.33M Buy
22,060
+50
+0.2% +$3.12K 0.51% 67
2014
Q2 		$1.4M Sell
22,010
-420
-2% -$25.6K 0.56% 62
2014
Q1 		$1.35M Sell
22,430
-5,100
-19% -$299K 0.6% 55
2013
Q4 		$1.6M Sell
27,530
-370
-1% -$20.8K 0.73% 52
2013
Q3 		$1.51M Sell
27,900
-460
-2% -$24.5K 0.75% 53
2013
Q2 		$1.44M Buy
+28,360
New +$1.43M 0.75% 55

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IJJ Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.03% in Q3 2025, selling an estimated $1.67K and leaving 43,961 shares worth $5.7M. The position accounts for 0.14% of the portfolio, ranked #160.

Pinnacle Financial Partners (Tennessee) first reported a position in IJJ in Q2 2013 and has held it in 50 quarters since. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 43,961 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.7M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 13 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $1.67K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #160 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 50 quarters since.
  • 813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.