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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's IJH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, buying an estimated $26.8K and bringing the position to 3,919 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #377.

Pinnacle Wealth Planning Services first reported a position in IJH in Q4 2019 and has held it in 5 quarters since. The position peaked at $325K in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Pinnacle Wealth Planning Services held 3,919 shares of iShares Core S&P Mid-Cap ETF worth $265K as of Q1 2026.
Pinnacle Wealth Planning Services bought 386 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $26.8K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #377 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 5 quarters since.
Pinnacle Wealth Planning Services's iShares Core S&P Mid-Cap ETF position peaked at $325K in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.