Pinnacle Financial Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.49M | Buy |
37,530
+6,827
| +22% | +$817K | 0.09% | 178 |
|
|
2024
Q4 | $3.84M | Buy |
30,703
+5,494
| +22% | +$687K | 0.08% | 184 |
|
|
2024
Q3 | $3.12M | Sell |
25,209
-273
| -1% | -$33.7K | 0.06% | 191 |
|
|
2024
Q2 | $2.89M | Buy |
25,482
+2,248
| +10% | +$255K | 0.06% | 196 |
|
|
2024
Q1 | $2.75M | Buy |
23,234
+2,271
| +11% | +$269K | 0.06% | 196 |
|
|
2023
Q4 | $2.39M | Buy |
20,963
+660
| +3% | +$75.3K | 0.06% | 198 |
|
|
2023
Q3 | $2.05M | Buy |
20,303
+1,546
| +8% | +$156K | 0.05% | 196 |
|
|
2023
Q2 | $2.01M | Buy |
18,757
+1,029
| +6% | +$110K | 0.05% | 196 |
|
|
2023
Q1 | $1.82M | Sell |
17,728
-4,137
| -19% | -$425K | 0.05% | 204 |
|
|
2022
Q4 | $2.2M | Buy |
21,865
+5,357
| +32% | +$540K | 0.06% | 192 |
|
|
2022
Q3 | $1.49M | Sell |
16,508
-2,885
| -15% | -$260K | 0.05% | 208 |
|
|
2022
Q2 | $1.83M | Sell |
19,393
-555
| -3% | -$52.4K | 0.07% | 192 |
|
|
2022
Q1 | $2.19M | Sell |
19,948
-2,523
| -11% | -$277K | 0.07% | 185 |
|
|
2021
Q4 | $2.49M | Hold |
22,471
| – | – | 0.08% | 179 |
|
|
2021
Q3 | $2.32M | Sell |
22,471
-1,671
| -7% | -$172K | 0.08% | 176 |
|
|
2021
Q2 | $2.54M | Sell |
24,142
-338
| -1% | -$35.6K | 0.1% | 155 |
|
|
2021
Q1 | $2.5M | Buy |
24,480
+7,869
| +47% | +$802K | 0.11% | 152 |
|
|
2020
Q4 | $1.43M | Sell |
16,611
-615
| -4% | -$53.1K | 0.07% | 184 |
|
|
2020
Q3 | $1.16M | Hold |
17,226
| – | – | 0.06% | 182 |
|
|
2020
Q2 | $1.15M | Sell |
17,226
-122
| -0.7% | -$8.11K | 0.07% | 180 |
|
|
2020
Q1 | $952K | Sell |
17,348
-1,324
| -7% | -$72.7K | 0.07% | 192 |
|
|
2019
Q4 | $1.59M | Buy |
18,672
+3,220
| +21% | +$275K | 0.1% | 170 |
|
|
2019
Q3 | $1.24M | Buy |
15,452
+488
| +3% | +$39K | 0.09% | 178 |
|
|
2019
Q2 | $1.19M | Sell |
14,964
-206
| -1% | -$16.4K | 0.09% | 178 |
|
|
2019
Q1 | $1.19M | Sell |
15,170
-304
| -2% | -$23.9K | 0.1% | 175 |
|
|
2018
Q4 | $1.07M | Sell |
15,474
-5,168
| -25% | -$357K | 0.1% | 171 |
|
|
2018
Q3 | $1.73M | Buy |
20,642
+4,228
| +26% | +$354K | 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% | +$5.12K | 0.14% | 151 |
|
|
2017
Q3 | $1.25M | Sell |
16,350
-586
| -3% | -$44.7K | 0.16% | 135 |
|
|
2017
Q2 | $1.26M | Sell |
16,936
-4,430
| -21% | -$329K | 0.18% | 137 |
|
|
2017
Q1 | $1.59M | Hold |
21,366
| – | – | 0.31% | 105 |
|
|
2016
Q4 | $1.55M | Buy |
21,366
+484
| +2% | +$35.1K | 0.34% | 97 |
|
|
2016
Q3 | $1.38M | Hold |
20,882
| – | – | 0.31% | 98 |
|
|
2016
Q2 | $1.38M | Sell |
20,882
-628
| -3% | -$41.5K | 0.32% | 96 |
|
|
2016
Q1 | $1.33M | Sell |
21,510
-2,960
| -12% | -$184K | 0.34% | 89 |
|
|
2015
Q4 | $1.43M | Buy |
24,470
+3,640
| +17% | +$213K | 0.45% | 62 |
|
|
2015
Q3 | $1.2M | Hold |
20,830
| – | – | 0.38% | 80 |
|
|
2015
Q2 | $1.34M | Sell |
20,830
-830
| -4% | -$53.5K | 0.43% | 75 |
|
|
2015
Q1 | $1.42M | Sell |
21,660
-400
| -2% | -$26.2K | 0.47% | 73 |
|
|
2014
Q4 | $1.41M | Hold |
22,060
| – | – | 0.49% | 68 |
|
|
2014
Q3 | $1.33M | Buy |
22,060
+50
| +0.2% | +$3.01K | 0.51% | 67 |
|
|
2014
Q2 | $1.4M | Sell |
22,010
-420
| -2% | -$26.7K | 0.56% | 62 |
|
|
2014
Q1 | $1.35M | Sell |
22,430
-5,100
| -19% | -$307K | 0.6% | 55 |
|
|
2013
Q4 | $1.6M | Sell |
27,530
-370
| -1% | -$21.5K | 0.73% | 52 |
|
|
2013
Q3 | $1.51M | Sell |
27,900
-460
| -2% | -$24.8K | 0.75% | 53 |
|
|
2013
Q2 | $1.44M | Buy |
+28,360
| New | +$1.44M | 0.75% | 55 |
|