Princeton Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Princeton Capital Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$286K	Hold	4,240	–	–	0.08%	114
2025 Q4	$280K	Hold	4,240	–	–	0.07%	114
2025 Q3	$277K	Sell	4,240 -1,650	-28%	-$106K	0.07%	110
2025 Q2	$365K	Hold	5,890	–	–	0.11%	79
2025 Q1	$344K	Hold	5,890	–	–	0.12%	76
2024 Q4	$367K	Hold	5,890	–	–	0.11%	70
2024 Q3	$367K	Hold	5,890	–	–	0.12%	67
2024 Q2	$345K	Hold	5,890	–	–	0.11%	70
2024 Q1	$358K	Hold	5,890	–	–	0.13%	75
2023 Q4	$326K	Hold	5,890	–	–	0.13%	71
2023 Q3	$294K	Hold	5,890	–	–	0.14%	69
2023 Q2	$308K	Hold	5,890	–	–	0.13%	71
2023 Q1	$295K	Hold	5,890	–	–	0.13%	77
2022 Q4	$285K	Hold	5,890	–	–	0.13%	77
2022 Q3	$258K	Hold	5,890	–	–	0.11%	76
2022 Q2	$266K	Hold	5,890	–	–	0.1%	82
2022 Q1	$316K	Buy	5,890 +215	+4%	+$11.4K	0.1%	86
2021 Q4	$321K	Hold	5,675	–	–	0.09%	87
2021 Q3	$299K	Hold	5,675	–	–	0.1%	88
2021 Q2	$305K	Hold	5,675	–	–	0.09%	86
2021 Q1	$295K	Hold	5,675	–	–	0.1%	87
2020 Q4	$261K	Hold	5,675	–	–	0.09%	88
2020 Q3	$210K	Hold	5,675	–	–	0.08%	89
2020 Q2	$202K	Buy	+5,675	New	+$188K	0.09%	90
2020 Q1	–	Sell	-5,675	Closed	-$232K	–	93
2019 Q4	$232K	Hold	5,675	–	–	0.1%	82
2019 Q3	$219K	Hold	5,675	–	–	0.11%	80
2019 Q2	$220K	Hold	5,675	–	–	0.11%	84
2019 Q1	$215K	Hold	5,675	–	–	0.11%	88
2018 Q4	$188K	Buy	+5,675	New	+$207K	0.11%	92

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Princeton Capital Management's IJH Position: Q1 2026 in Review

Princeton Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,240 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #114.

Princeton Capital Management first reported a position in IJH in Q4 2018 and has held it in 29 quarters since. The position peaked at $367K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Princeton Capital Management held 4,240 shares of iShares Core S&P Mid-Cap ETF worth $286K as of Q1 2026.
Princeton Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.08% of Princeton Capital Management's portfolio in Q1 2026, its #114 holding.
Princeton Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
Princeton Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $367K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.