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Pinnacle Wealth Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pinnacle Wealth Management Group’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,465
Closed -$229K – 124
2025
Q4 		$229K Buy
3,465
+266
+8% +$17.4K 0.11% 115
2025
Q3 		$209K Sell
3,199
-6,843
-68% -$440K 0.11% 123
2025
Q2 		$623K Buy
10,042
+377
+4% +$22.1K 0.36% 53
2025
Q1 		$564K Buy
9,665
+3,102
+47% +$193K 0.39% 47
2024
Q4 		$409K Buy
6,563
+484
+8% +$31K 0.25% 69
2024
Q3 		$379K Buy
6,079
+402
+7% +$24.2K 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% -$1.38M 0.34% 59
2023
Q4 		$1.76M Buy
31,820
+955
+3% +$48.4K 1.45% 25
2023
Q3 		$1.54M Buy
30,865
+335
+1% +$17.6K 1.4% 26
2023
Q2 		$1.6M Sell
30,530
-9,390
-24% -$467K 1.4% 24
2023
Q1 		$2M Buy
39,920
+2,625
+7% +$134K 1.73% 16
2022
Q4 		$1.8M Buy
37,295
+7,085
+23% +$342K 1.6% 17
2022
Q3 		$1.32M Buy
+30,210
New +$1.46M 1.17% 24

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Wealth Management Group's IJH Position: Q1 2026 in Review

Pinnacle Wealth Management Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,465 shares — an estimated $229K sold.

Pinnacle Wealth Management Group first reported a position in IJH in Q3 2022 and held it in 14 quarters. The position peaked at $2M in Q1 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Pinnacle Wealth Management Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 3,465 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $229K.
  • Pinnacle Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and held it in 14 quarters.
  • Pinnacle Wealth Management Group's iShares Core S&P Mid-Cap ETF position peaked at $2M in Q1 2023.
  • 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 Group's 13F filing for Q1 2026, filed 14 Apr 2026.