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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$683K Buy
15,100
+545
+4% +$24.7K 0.27% 88
2022
Q1
$781K Buy
14,555
+2,650
+22% +$142K 0.24% 96
2021
Q4
$674K Buy
+11,905
New +$674K 0.21% 116