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

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$729K Sell
7,606
-1,754
-19% -$165K 0.02% 293
2025
Q2 		$852K Sell
9,360
-1,714
-15% -$147K 0.02% 285
2025
Q1 		$922K Hold
11,074
– – 0.02% 282
2024
Q4 		$1.01M Hold
11,074
– – 0.02% 272
2024
Q3 		$1.02M Buy
11,074
+2,000
+22% +$179K 0.02% 272
2024
Q2 		$800K Hold
9,074
– – 0.02% 289
2024
Q1 		$828K Hold
9,074
– – 0.02% 283
2023
Q4 		$719K Buy
9,074
+5,090
+128% +$373K 0.02% 280
2023
Q3 		$288K Sell
3,984
-2,971
-43% -$224K 0.01% 343
2023
Q2 		$522K Sell
6,955
-1,049
-13% -$74.9K 0.01% 295
2023
Q1 		$572K Sell
8,004
-5,484
-41% -$392K 0.02% 286
2022
Q4 		$921K Buy
13,488
+5,992
+80% +$412K 0.03% 251
2022
Q3 		$472K Hold
7,496
– – 0.02% 280
2022
Q2 		$478K Sell
7,496
-890
-11% -$62.5K 0.02% 274
2022
Q1 		$648K Sell
8,386
-5,856
-41% -$453K 0.02% 261
2021
Q4 		$1.21M Buy
14,242
+2,856
+25% +$239K 0.04% 224
2021
Q3 		$902K Sell
11,386
-952
-8% -$77.3K 0.03% 234
2021
Q2 		$999K Sell
12,338
-2,000
-14% -$161K 0.04% 213
2021
Q1 		$1.12M Sell
14,338
-15,310
-52% -$1.18M 0.05% 198
2020
Q4 		$2.14M Hold
29,648
– – 0.11% 161
2020
Q3 		$1.77M Sell
29,648
-316
-1% -$18.8K 0.1% 161
2020
Q2 		$1.68M Sell
29,964
-4,428
-13% -$230K 0.1% 166
2020
Q1 		$1.53M Buy
34,392
+444
+1% +$24.4K 0.11% 164
2019
Q4 		$2.02M Buy
33,948
+8,132
+31% +$466K 0.13% 160
2019
Q3 		$1.45M Sell
25,816
-8,872
-26% -$499K 0.1% 170
2019
Q2 		$1.96M Buy
34,688
+5,460
+19% +$303K 0.15% 154
2019
Q1 		$1.6M Buy
29,228
+2,000
+7% +$106K 0.13% 154
2018
Q4 		$1.3M Sell
27,228
-3,972
-13% -$208K 0.12% 158
2018
Q3 		$1.82M Buy
31,200
+10,440
+50% +$606K 0.15% 147
2018
Q2 		$1.17M Buy
20,760
+4,168
+25% +$233K 0.11% 168
2018
Q1 		$906K Buy
16,592
+632
+4% +$34.9K 0.09% 177
2017
Q4 		$861K Buy
+15,960
New +$842K 0.09% 181
2017
Q1 		– Sell
-11,000
Closed -$501K – 249
2016
Q4 		$501K Sell
11,000
-9,380
-46% -$413K 0.11% 164
2016
Q3 		$888K Hold
20,380
– – 0.2% 135
2016
Q2 		$888K Hold
20,380
– – 0.2% 128
2016
Q1 		$828K Buy
20,380
+8,360
+70% +$319K 0.21% 127
2015
Q4 		$484K Buy
+12,020
New +$492K 0.15% 154

Other funds holding IJK

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19% in Q3 2025, selling an estimated $165K and leaving 7,606 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #293.

Pinnacle Financial Partners (Tennessee) first reported a position in IJK in Q4 2015 and has held it in 37 quarters since. The position peaked at $2.14M in Q4 2020. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 7,606 shares of iShares S&P Mid-Cap 400 Growth ETF worth $729K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 1,754 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $165K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #293 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 37 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.14M in Q4 2020.
  • 882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

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