Pinnacle Wealth Planning Services’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
$223K Buy
+3,588
New +$223K 0.03% 389
2020
Q1
Sell
-7,905
Closed -$325K 250
2019
Q4
$325K Buy
+7,905
New +$325K 0.15% 140