iShares S&P MidCap 400 Value Index shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $679k | 5.2k | 129.71 |
| 2025-06-30 | $671k | 5.4k | 123.57 |
| 2025-03-31 | $670k | 5.6k | 119.72 |
| 2024-12-31 | $718k | 5.7k | 124.95 |
| 2024-09-30 | $712k | 5.8k | 123.62 |
| 2024-06-30 | $656k | 5.8k | 113.47 |
| 2024-03-31 | $723k | 6.1k | 118.28 |
| 2023-12-31 | $715k | 6.3k | 114.04 |
| 2023-09-30 | $772k | 7.6k | 100.93 |
| 2023-06-30 | $869k | 8.1k | 107.13 |
| 2023-03-31 | $1.3M | 13k | 102.77 |
| 2022-12-31 | $6.4M | 64k | 100.80 |
| 2022-09-30 | $1.8M | 20k | 89.99 |
| 2022-06-30 | $5.7M | 60k | 94.40 |
| 2022-03-31 | $7.2M | 66k | 109.64 |
| 2021-12-31 | $1.4M | 12k | 110.69 |
| 2021-09-30 | $12M | 119k | 103.04 |
| 2021-06-30 | $12M | 111k | 105.34 |
| 2021-03-31 | $9.5M | 93k | 101.93 |
| 2017-03-31 | $17M | 113k | 148.45 |
| 2016-12-31 | $2.5M | 18k | 145.18 |
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