Pinnacle Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pinnacle Wealth Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$999K	Buy	+12,338	New	+$990K	0.04%	213

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Advisors's IJK Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021: 12,338 shares worth $999K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings.

657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

Pinnacle Wealth Advisors held 12,338 shares of iShares S&P Mid-Cap 400 Growth ETF worth $999K as of Q2 2021.
iShares S&P Mid-Cap 400 Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #213 holding.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.