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iShares S&P MidCap 400 Index shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 280k 62.32
2024-06-30 $16M 280k 58.52
2024-03-31 $17M 278k 60.74
2023-12-31 $16M 57k 277.15
2023-09-30 $14M 57k 249.35
2023-06-30 $15M 57k 261.48
2023-03-31 $13M 52k 250.16
2022-12-31 $11M 46k 241.89
2022-09-30 $9.1M 41k 219.25
2022-06-30 $6.9M 31k 226.24
2022-03-31 $2.8M 11k 268.34
2021-12-31 $2.1M 7.3k 283.00
2021-09-30 $1.8M 6.7k 262.98
2021-06-30 $1.8M 6.6k 268.78
2021-03-31 $1.6M 6.1k 260.25
2020-12-31 $1.4M 6.1k 229.74
2020-09-30 $1.1M 6.1k 185.22
2020-06-30 $1.1M 6.0k 177.78
2020-03-31 $647k 4.5k 143.78
2019-12-31 $670k 3.3k 205.84
2019-09-30 $596k 3.1k 193.19
2019-06-30 $619k 3.2k 194.35
2019-03-31 $569k 3.0k 189.35
2018-12-31 $453k 2.7k 166.12
2018-09-30 $827k 4.1k 201.31
2018-06-30 $796k 4.1k 194.81
2018-03-31 $570k 3.0k 187.44
2017-12-31 $513k 2.7k 189.93
2017-09-30 $471k 2.6k 178.75
2017-06-30 $389k 2.2k 174.05
2017-03-31 $350k 2.0k 171.15
2016-12-31 $300k 1.8k 165.29

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
LPL Financial
Jpmorgan Chase & Co
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index