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

Pinnacle Wealth Planning Services’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 Q2	$294K	Sell	3,818 -101	-3%	-$7.41K	0.03%	382
2026 Q1	$265K	Buy	3,919 +386	+11%	+$26.8K	0.03%	377
2025 Q4	$233K	Sell	3,533 -155	-4%	-$10.2K	0.02%	415
2025 Q3	$241K	Buy	3,688 +100	+3%	+$6.43K	0.03%	391
2025 Q2	$223K	Buy	+3,588	New	+$211K	0.03%	389
2020 Q1	–	Sell	-7,905	Closed	-$325K	–	251
2019 Q4	$325K	Buy	+7,905	New	+$313K	0.15%	141

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's IJH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, selling an estimated $7.41K and leaving 3,818 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #382.

Pinnacle Wealth Planning Services first reported a position in IJH in Q4 2019 and has held it in 6 quarters since. The position peaked at $325K in Q4 2019. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pinnacle Wealth Planning Services held 3,818 shares of iShares Core S&P Mid-Cap ETF worth $294K as of Q2 2026.
Pinnacle Wealth Planning Services sold 101 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.41K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #382 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's iShares Core S&P Mid-Cap ETF position peaked at $325K in Q4 2019.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.