Pinnacle Financial Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$184K | 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% | +$403K | 0.02% | 280 |
|
|
2023
Q3 | $288K | Sell |
3,984
-2,971
| -43% | -$215K | 0.01% | 343 |
|
|
2023
Q2 | $522K | Sell |
6,955
-1,049
| -13% | -$78.7K | 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% | +$409K | 0.03% | 251 |
|
|
2022
Q3 | $472K | Hold |
7,496
| – | – | 0.02% | 280 |
|
|
2022
Q2 | $478K | Sell |
7,496
-890
| -11% | -$56.8K | 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% | +$243K | 0.04% | 224 |
|
|
2021
Q3 | $902K | Sell |
11,386
-952
| -8% | -$75.4K | 0.03% | 234 |
|
|
2021
Q2 | $999K | Sell |
12,338
-2,000
| -14% | -$162K | 0.04% | 213 |
|
|
2021
Q1 | $1.12M | Sell |
14,338
-15,310
| -52% | -$1.2M | 0.05% | 198 |
|
|
2020
Q4 | $2.14M | Hold |
29,648
| – | – | 0.11% | 161 |
|
|
2020
Q3 | $1.77M | Sell |
29,648
-316
| -1% | -$18.9K | 0.1% | 161 |
|
|
2020
Q2 | $1.68M | Sell |
29,964
-4,428
| -13% | -$248K | 0.1% | 166 |
|
|
2020
Q1 | $1.53M | Buy |
34,392
+444
| +1% | +$19.8K | 0.11% | 164 |
|
|
2019
Q4 | $2.02M | Buy |
33,948
+8,132
| +31% | +$484K | 0.13% | 160 |
|
|
2019
Q3 | $1.45M | Sell |
25,816
-8,872
| -26% | -$497K | 0.1% | 170 |
|
|
2019
Q2 | $1.96M | Buy |
34,688
+5,460
| +19% | +$309K | 0.15% | 154 |
|
|
2019
Q1 | $1.6M | Buy |
29,228
+2,000
| +7% | +$110K | 0.13% | 154 |
|
|
2018
Q4 | $1.3M | Sell |
27,228
-3,972
| -13% | -$190K | 0.12% | 158 |
|
|
2018
Q3 | $1.82M | Buy |
31,200
+10,440
| +50% | +$608K | 0.15% | 147 |
|
|
2018
Q2 | $1.17M | Buy |
20,760
+4,168
| +25% | +$234K | 0.11% | 168 |
|
|
2018
Q1 | $906K | Buy |
16,592
+632
| +4% | +$34.5K | 0.09% | 177 |
|
|
2017
Q4 | $861K | Buy |
+15,960
| New | +$861K | 0.09% | 181 |
|
|
2017
Q1 | – | Sell |
-11,000
| Closed | -$501K | – | 249 |
|
|
2016
Q4 | $501K | Sell |
11,000
-9,380
| -46% | -$427K | 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% | +$340K | 0.21% | 127 |
|
|
2015
Q4 | $484K | Buy |
+12,020
| New | +$484K | 0.15% | 154 |
|