Pinnacle Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Sell |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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