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iShares S&P MidCap 400 Index shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services 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 Planning Services 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 Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 3.7k 65.26
2025-06-30 $223k 3.6k 62.02
2019-12-31 $325k 1.6k 205.57

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Energy Transfer Unit (ET)
Spdr S&p 500 Value Etf Etf (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Aggregate Bond Etf Etf (SPAB)
Microsoft Corporation (MSFT)
Spdr S&p 500 Growth Etf Etf (SPYG)
Amazon (AMZN)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Msci Eafe Value Etf Etf (EFV)
Facebook Inc cl a (META)
Spdr Dbleline Emrg Mkt Fxd Incm Etf Etf (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index