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Principle Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Principle Wealth Partners’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 		$1.12M Hold
16,593
– – 0.06% 163
2025
Q4 		$1.1M Buy
16,593
+1,500
+10% +$98.3K 0.06% 162
2025
Q3 		$985K Hold
15,093
– – 0.06% 165
2025
Q2 		$936K Hold
15,093
– – 0.06% 167
2025
Q1 		$881K Hold
15,093
– – 0.06% 167
2024
Q4 		$940K Buy
15,093
+180
+1% +$11.5K 0.07% 161
2024
Q3 		$929K Hold
14,913
– – 0.07% 163
2024
Q2 		$873K Buy
14,913
+8
+0.1% +$470 0.07% 165
2024
Q1 		$905K Buy
14,905
+920
+7% +$52.1K 0.07% 165
2023
Q4 		$775K Sell
13,985
-1,200
-8% -$60.9K 0.07% 172
2023
Q3 		$757K Hold
15,185
– – 0.08% 163
2023
Q2 		$794K Sell
15,185
-2,570
-14% -$128K 0.08% 158
2023
Q1 		$888K Sell
17,755
-105
-0.6% -$5.35K 0.1% 148
2022
Q4 		$864K Buy
17,860
+240
+1% +$11.6K 0.1% 144
2022
Q3 		$773 Buy
17,620
+660
+4% +$31.9K 0.07% 142
2022
Q2 		$767K Sell
16,960
-720
-4% -$35.5K 0.09% 158
2022
Q1 		$949K Buy
17,680
+30
+0.2% +$1.6K 0.1% 141
2021
Q4 		$999K Buy
17,650
+4,515
+34% +$251K 0.1% 139
2021
Q3 		$691K Buy
13,135
+255
+2% +$13.7K 0.08% 165
2021
Q2 		$692K Buy
12,880
+50
+0.4% +$2.7K 0.08% 168
2021
Q1 		$668K Sell
12,830
-1,125
-8% -$56.2K 0.08% 163
2020
Q4 		$641K Buy
13,955
+5,910
+73% +$249K 0.08% 156
2020
Q3 		$298K Sell
8,045
-1,250
-13% -$46.7K 0.08% 124
2020
Q2 		$331K Sell
9,295
-1,015
-10% -$33.7K 0.1% 109
2020
Q1 		$297K Sell
10,310
-6,315
-38% -$235K 0.11% 110
2019
Q4 		$684K Hold
16,625
– – 0.22% 78
2019
Q3 		$642K Buy
16,625
+3,660
+28% +$141K 0.22% 79
2019
Q2 		$504K Buy
12,965
+1,785
+16% +$68.4K 0.26% 73
2019
Q1 		$423K Sell
11,180
-325
-3% -$12K 0.24% 76
2018
Q4 		$382K Buy
+11,505
New +$420K 0.32% 72

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principle Wealth Partners's IJH Position: Q1 2026 in Review

Principle Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 16,593 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #163.

Principle Wealth Partners first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Principle Wealth Partners held 16,593 shares of iShares Core S&P Mid-Cap ETF worth $1.12M as of Q1 2026.
  • Principle Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Principle Wealth Partners's portfolio in Q1 2026, its #163 holding.
  • Principle Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.