Pinnacle Private Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$699K Buy
7,406
+9
+0.1% +$918 0.27% 86
2022
Q1
$811K Buy
+7,397
New +$798K 0.25% 94

Other funds holding IJJ

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

Pinnacle Private Wealth increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.12% in Q2 2022, buying an estimated $918 and bringing the position to 7,406 shares worth $699K. The position accounts for 0.27% of the portfolio, ranked #86.

Pinnacle Private Wealth first reported a position in IJJ in Q1 2022 and has held it in 2 quarters since. The position peaked at $811K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • Pinnacle Private Wealth held 7,406 shares of iShares S&P Mid-Cap 400 Value ETF worth $699K as of Q2 2022.
  • Pinnacle Private Wealth bought 9 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $918.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.27% of Pinnacle Private Wealth's portfolio in Q2 2022, its #86 holding.
  • Pinnacle Private Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $811K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

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