Pinnacle Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
10,042
+377
| +4% | +$23.4K | 0.36% | 53 |
|
|
2025
Q1 | $564K | Buy |
9,665
+3,102
| +47% | +$181K | 0.39% | 47 |
|
|
2024
Q4 | $409K | Buy |
6,563
+484
| +8% | +$30.2K | 0.25% | 69 |
|
|
2024
Q3 | $379K | Buy |
6,079
+402
| +7% | +$25.1K | 0.24% | 78 |
|
|
2024
Q2 | $332K | Sell |
5,677
-1,758
| -24% | -$103K | 0.22% | 76 |
|
|
2024
Q1 | $452K | Sell |
7,435
-24,385
| -77% | -$1.48M | 0.34% | 59 |
|
|
2023
Q4 | $1.76M | Buy |
31,820
+955
| +3% | +$52.9K | 1.45% | 25 |
|
|
2023
Q3 | $1.54M | Buy |
30,865
+335
| +1% | +$16.7K | 1.4% | 26 |
|
|
2023
Q2 | $1.6M | Sell |
30,530
-9,390
| -24% | -$491K | 1.4% | 24 |
|
|
2023
Q1 | $2M | Buy |
39,920
+2,625
| +7% | +$131K | 1.73% | 16 |
|
|
2022
Q4 | $1.8M | Buy |
37,295
+7,085
| +23% | +$343K | 1.6% | 17 |
|
|
2022
Q3 | $1.33M | Buy |
+30,210
| New | +$1.33M | 1.17% | 24 |
|