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 Q2	$11.3M	Sell	147,070 -16,659	-10%	-$1.22M	0.14%	142
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 $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

Principal Securities's IJH Position: Q2 2026 in Review

Principal Securities reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q2 2026, selling an estimated $1.22M and leaving 147,070 shares worth $11.3M. The position accounts for 0.14% of the portfolio, ranked #142.

Principal Securities first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Principal Securities held 147,070 shares of iShares Core S&P Mid-Cap ETF worth $11.3M as of Q2 2026.
Principal Securities sold 16,659 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.22M.
iShares Core S&P Mid-Cap ETF made up 0.14% of Principal Securities's portfolio in Q2 2026, its #142 holding.
Principal Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.