Principal Securities’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Principal Securities’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$514K	Buy	3,882 +530	+16%	+$72.6K	0.01%	975
2025 Q4	$441K	Buy	3,352 +785	+31%	+$102K	0.01%	983
2025 Q3	$333K	Hold	2,567	–	–	0.01%	1077
2025 Q2	$317K	Sell	2,567 -119	-4%	-$14K	0.01%	1046
2025 Q1	$336K	Hold	2,686	–	–	0.01%	926
2024 Q4	$336K	Buy	2,686 +42	+2%	+$5.36K	0.01%	920
2024 Q3	$327K	Sell	2,644 -31	-1%	-$3.69K	0.01%	900
2024 Q2	$303K	Buy	2,675 +673	+34%	+$76.8K	0.01%	873
2024 Q1	$237K	Buy	2,002 +85	+4%	+$9.57K	0.01%	948
2023 Q4	$219K	Buy	+1,917	New	+$197K	0.01%	908

Other funds holding IJJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Principal Securities's IJJ Position: Q1 2026 in Review

Principal Securities increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 16% in Q1 2026, buying an estimated $72.6K and bringing the position to 3,882 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #975.

Principal Securities first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Principal Securities held 3,882 shares of iShares S&P Mid-Cap 400 Value ETF worth $514K as of Q1 2026.
Principal Securities bought 530 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $72.6K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #975 holding.
Principal Securities first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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