Principal Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Principal Securities’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	$11.1M	Buy	163,729 +12,380	+8%	+$859K	0.16%	120
2025 Q4	$9.99M	Buy	151,349 +3,193	+2%	+$209K	0.15%	124
2025 Q3	$9.67M	Sell	148,156 -33,728	-19%	-$2.17M	0.16%	121
2025 Q2	$11.3M	Buy	181,884 +3,773	+2%	+$221K	0.21%	90
2025 Q1	$11.1M	Hold	178,111	–	–	0.25%	78
2024 Q4	$11.1M	Buy	178,111 +12,690	+8%	+$814K	0.25%	77
2024 Q3	$10.3M	Buy	165,421 +72,579	+78%	+$4.38M	0.25%	81
2024 Q2	$5.43M	Buy	92,842 +1,581	+2%	+$92.9K	0.15%	127
2024 Q1	$5.54M	Buy	91,261 +6,811	+8%	+$386K	0.17%	115
2023 Q4	$4.68M	Buy	+84,450	New	+$4.28M	0.17%	118

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

Principal Securities's IJH Position: Q1 2026 in Review

Principal Securities increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.2% in Q1 2026, buying an estimated $859K and bringing the position to 163,729 shares worth $11.1M. The position accounts for 0.16% of the portfolio, ranked #120.

Principal Securities first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Principal Securities held 163,729 shares of iShares Core S&P Mid-Cap ETF worth $11.1M as of Q1 2026.
Principal Securities bought 12,380 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $859K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Principal Securities's portfolio in Q1 2026, its #120 holding.
Principal Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Core S&P Mid-Cap ETF position peaked at $11.3M in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.