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

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

Historical chart of Pinnacle Wealth Management Group 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 Group 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 Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 3.2k 65.26
2025-06-30 $623k 10k 62.02
2025-03-31 $564k 9.7k 58.35
2024-12-31 $409k 6.6k 62.31
2024-09-30 $379k 6.1k 62.32
2024-06-30 $332k 5.7k 58.52
2024-03-31 $452k 7.4k 60.74
2023-12-31 $1.8M 6.4k 277.15
2023-09-30 $1.5M 6.2k 249.35
2023-06-30 $1.6M 6.1k 261.48
2023-03-31 $2.0M 8.0k 250.16
2022-12-31 $1.8M 7.5k 241.86
2022-09-30 $1.3M 6.0k 219.30