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

Principal Securities’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Buy	13,667 +977	+8%	+$109K	0.02%	631
2026 Q1	$1.28M	Sell	12,690 -48	-0.4%	-$4.93K	0.02%	645
2025 Q4	$1.23M	Buy	12,738 +53	+0.4%	+$5.1K	0.02%	636
2025 Q3	$1.22M	Sell	12,685 -441	-3%	-$41.5K	0.02%	607
2025 Q2	$1.19M	Sell	13,126 -257	-2%	-$22K	0.02%	560
2025 Q1	$1.22M	Buy	13,383 +619	+5%	+$55.8K	0.03%	485
2024 Q4	$1.16M	Sell	12,764 -210	-2%	-$19.8K	0.03%	500
2024 Q3	$1.19M	Sell	12,974 -746	-5%	-$66.7K	0.03%	480
2024 Q2	$1.21M	Buy	13,720 +1,346	+11%	+$119K	0.03%	434
2024 Q1	$1.13M	Sell	12,374 -55	-0.4%	-$4.59K	0.04%	424
2023 Q4	$985K	Buy	+12,429	New	+$912K	0.04%	416

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Principal Securities's IJK Position: Q2 2026 in Review

Principal Securities increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.7% in Q2 2026, buying an estimated $109K and bringing the position to 13,667 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #631.

Principal Securities first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Principal Securities held 13,667 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.61M as of Q2 2026.
Principal Securities bought 977 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $109K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #631 holding.
Principal Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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