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

Princeton Global Asset 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 Q2	$2.05M	Buy	26,571 +990	+4%	+$72.6K	0.29%	73
2026 Q1	$1.73M	Buy	25,581 +4,738	+23%	+$329K	0.28%	78
2025 Q4	$1.38M	Buy	20,843 +421	+2%	+$27.6K	0.22%	85
2025 Q3	$1.33M	Sell	20,422 -2,741	-12%	-$176K	0.22%	87
2025 Q2	$1.44M	Buy	23,163 +4,844	+26%	+$284K	0.26%	84
2025 Q1	$1.07M	Sell	18,319 -949	-5%	-$58.9K	0.21%	92
2024 Q4	$1.2M	Buy	19,268 +3,395	+21%	+$218K	0.22%	88
2024 Q3	$989K	Buy	15,873 +9,408	+146%	+$567K	0.19%	94
2024 Q2	$378K	Buy	6,465 +465	+8%	+$27.3K	0.08%	126
2024 Q1	$364K	Hold	6,000	–	–	0.09%	123
2023 Q4	$333K	Hold	6,000	–	–	0.08%	125
2023 Q3	$299K	Hold	6,000	–	–	0.08%	129
2023 Q2	$314K	Hold	6,000	–	–	0.09%	126
2023 Q1	$300K	Hold	6,000	–	–	0.09%	138
2022 Q4	$290K	Hold	6,000	–	–	0.09%	131
2022 Q3	$263K	Hold	6,000	–	–	0.09%	132
2022 Q2	$271K	Hold	6,000	–	–	0.09%	141
2022 Q1	$322K	Buy	6,000 +2,000	+50%	+$106K	0.09%	136
2021 Q4	$226K	Hold	4,000	–	–	0.06%	172
2021 Q3	$210K	Hold	4,000	–	–	0.06%	172
2021 Q2	$215K	Hold	4,000	–	–	0.07%	172
2021 Q1	$208K	Hold	4,000	–	–	0.07%	169
2020 Q4	$184K	Hold	4,000	–	–	0.06%	166
2020 Q3	$148K	Hold	4,000	–	–	0.06%	165
2020 Q2	$142K	Sell	4,000 -1,500	-27%	-$49.8K	0.04%	190
2020 Q1	$158K	Sell	5,500 -12,670	-70%	-$471K	0.07%	166
2019 Q4	$748	Buy	18,170 +4,170	+30%	+$165K	0.3%	90
2019 Q3	$531K	Hold	14,000	–	–	0.3%	94
2019 Q2	$544K	Hold	14,000	–	–	0.33%	88
2019 Q1	$530K	Buy	14,000 +2,925	+26%	+$108K	0.36%	80
2018 Q4	$368K	Buy	+11,075	New	+$404K	0.32%	82

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Princeton Global Asset Management's IJH Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2026, buying an estimated $72.6K and bringing the position to 26,571 shares worth $2.05M. The position accounts for 0.29% of the portfolio, ranked #73.

Princeton Global Asset Management first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Princeton Global Asset Management held 26,571 shares of iShares Core S&P Mid-Cap ETF worth $2.05M as of Q2 2026.
Princeton Global Asset Management bought 990 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $72.6K.
iShares Core S&P Mid-Cap ETF made up 0.29% of Princeton Global Asset Management's portfolio in Q2 2026, its #73 holding.
Princeton Global Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.