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 Q2	$1.29M	Buy	16,794 +201	+1%	+$14.7K	0.06%	169
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	$773K	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 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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principle Wealth Partners's IJH Position: Q2 2026 in Review

Principle Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 16,794 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #169.

Principle Wealth Partners first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Principle Wealth Partners held 16,794 shares of iShares Core S&P Mid-Cap ETF worth $1.29M as of Q2 2026.
Principle Wealth Partners bought 201 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.7K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Principle Wealth Partners's portfolio in Q2 2026, its #169 holding.
Principle Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.