Pinnacle Wealth Management Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.8M | Sell |
308,548
-7,087
| -2% | -$492K | 1.42% | 15 |
|
|
2025
Q4 | $20.8M | Buy |
315,635
+823
| +0.3% | +$53.9K | 1.43% | 17 |
|
|
2025
Q3 | $20.5M | Sell |
314,812
-135
| -0% | -$8.68K | 1.54% | 15 |
|
|
2025
Q2 | $19.5M | Buy |
314,947
+17,303
| +6% | +$1.02M | 1.62% | 15 |
|
|
2025
Q1 | $17.4M | Buy |
297,644
+17,470
| +6% | +$1.08M | 1.62% | 16 |
|
|
2024
Q4 | $17.5M | Sell |
280,174
-157
| -0.1% | -$10.1K | 1.63% | 17 |
|
|
2024
Q3 | $17.5M | Buy |
280,331
+665
| +0.2% | +$40.1K | 1.67% | 17 |
|
|
2024
Q2 | $16.4M | Buy |
279,666
+1,937
| +0.7% | +$114K | 1.69% | 17 |
|
|
2024
Q1 | $16.9M | Sell |
277,729
-5,461
| -2% | -$309K | 1.81% | 16 |
|
|
2023
Q4 | $15.7M | Sell |
283,190
-3,225
| -1% | -$164K | 1.84% | 15 |
|
|
2023
Q3 | $14.3M | Sell |
286,415
-280
| -0.1% | -$14.7K | 1.85% | 17 |
|
|
2023
Q2 | $15M | Buy |
286,695
+27,375
| +11% | +$1.36M | 1.86% | 16 |
|
|
2023
Q1 | $13M | Buy |
259,320
+30,235
| +13% | +$1.54M | 1.75% | 17 |
|
|
2022
Q4 | $11.1M | Buy |
229,085
+21,925
| +11% | +$1.06M | 1.67% | 17 |
|
|
2022
Q3 | $9.08M | Buy |
207,160
+54,645
| +36% | +$2.64M | 1.51% | 18 |
|
|
2022
Q2 | $6.9M | Buy |
152,515
+100,025
| +191% | +$4.94M | 1.11% | 22 |
|
|
2022
Q1 | $2.82M | Buy |
52,490
+15,900
| +43% | +$847K | 0.41% | 66 |
|
|
2021
Q4 | $2.07M | Buy |
36,590
+2,975
| +9% | +$166K | 0.34% | 72 |
|
|
2021
Q3 | $1.77M | Buy |
33,615
+670
| +2% | +$36K | 0.41% | 65 |
|
|
2021
Q2 | $1.77M | Buy |
32,945
+2,205
| +7% | +$119K | 0.41% | 66 |
|
|
2021
Q1 | $1.6M | Buy |
30,740
+75
| +0.2% | +$3.75K | 0.45% | 59 |
|
|
2020
Q4 | $1.41M | Buy |
30,665
+25
| +0.1% | +$1.05K | 0.43% | 65 |
|
|
2020
Q3 | $1.14M | Buy |
30,640
+575
| +2% | +$21.5K | 0.39% | 67 |
|
|
2020
Q2 | $1.07M | Buy |
30,065
+7,565
| +34% | +$251K | 0.4% | 68 |
|
|
2020
Q1 | $647K | Buy |
22,500
+6,225
| +38% | +$231K | 0.31% | 77 |
|
|
2019
Q4 | $670K | Buy |
16,275
+850
| +6% | +$33.7K | 0.25% | 97 |
|
|
2019
Q3 | $596K | Sell |
15,425
-500
| -3% | -$19.2K | 0.25% | 97 |
|
|
2019
Q2 | $619K | Buy |
15,925
+900
| +6% | +$34.5K | 0.26% | 97 |
|
|
2019
Q1 | $569K | Buy |
15,025
+1,390
| +10% | +$51.3K | 0.26% | 98 |
|
|
2018
Q4 | $453K | Sell |
13,635
-6,905
| -34% | -$252K | 0.25% | 104 |
|
|
2018
Q3 | $827K | Buy |
20,540
+110
| +0.5% | +$4.42K | 0.41% | 72 |
|
|
2018
Q2 | $796K | Buy |
20,430
+5,225
| +34% | +$202K | 0.43% | 70 |
|
|
2018
Q1 | $570K | Buy |
15,205
+1,700
| +13% | +$65K | 0.32% | 84 |
|
|
2017
Q4 | $513K | Buy |
13,505
+330
| +3% | +$12.2K | 0.28% | 85 |
|
|
2017
Q3 | $471K | Buy |
13,175
+2,000
| +18% | +$69.7K | 0.27% | 91 |
|
|
2017
Q2 | $389K | Buy |
11,175
+950
| +9% | +$32.8K | 0.24% | 98 |
|
|
2017
Q1 | $350K | Buy |
10,225
+1,150
| +13% | +$39.1K | 0.24% | 94 |
|
|
2016
Q4 | $300K | Buy |
+9,075
| New | +$288K | 0.22% | 96 |
|
Other funds holding IJH
Pinnacle Wealth Management Advisory Group's IJH Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q1 2026, selling an estimated $492K and leaving 308,548 shares worth $20.8M. The position accounts for 1.42% of the portfolio, ranked #15.
Pinnacle Wealth Management Advisory Group first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 308,548 shares of iShares Core S&P Mid-Cap ETF worth $20.8M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group sold 7,087 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $492K.
- iShares Core S&P Mid-Cap ETF made up 1.42% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #15 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.