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
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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 |
|---|---|---|---|
| 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 |
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