Pinnacle Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$683K Buy
15,100
+545
+4% +$26.9K 0.27% 88
2022
Q1
$781K Buy
14,555
+2,650
+22% +$141K 0.24% 96
2021
Q4
$674K Buy
+11,905
New +$663K 0.21% 116

Other funds holding IJH

Pinnacle Private Wealth's IJH Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q2 2022, buying an estimated $26.9K and bringing the position to 15,100 shares worth $683K. The position accounts for 0.27% of the portfolio, ranked #88.

Pinnacle Private Wealth first reported a position in IJH in Q4 2021 and has held it in 3 quarters since. The position peaked at $781K in Q1 2022. 1,797 funds tracked by Wall St. Rank hold IJH as of Q2 2022.

  • Pinnacle Private Wealth held 15,100 shares of iShares Core S&P Mid-Cap ETF worth $683K as of Q2 2022.
  • Pinnacle Private Wealth bought 545 iShares Core S&P Mid-Cap ETF shares in Q2 2022, an estimated $26.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.27% of Pinnacle Private Wealth's portfolio in Q2 2022, its #88 holding.
  • Pinnacle Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $781K in Q1 2022.
  • 1,797 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.