iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership16,593 shares
Latest Disclosed Value $ 1,120,525
Principle Wealth Partners Llc ownership in IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 16,593 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $1,120,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,593 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,246,632 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 16,593 0 0.00 1,121 2.28 0.0640
2026-02-06 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 16,593 1,500 9.94 1,095 11.28 0.0616
2025-11-03 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 15,093 0 0.00 985 5.13 0.0572
2025-07-30 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 15,093 0 0.00 936 6.36 0.0585
2025-05-06 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 15,093 0 0.00 881 -6.38 0.0629
2025-01-29 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 15,093 180 1.21 940 1.18 0.0660
2024-11-13 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 14,913 0 0.00 929 6.54 0.0658
2024-08-13 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 14,913 8 0.05 873 -3.65 0.0664
2024-04-23 2024-03-31 13F/A-1 ISHARES TR CORE S&P MCP ETF 464287507 14,905 12,108 432.89 905 16.77 0.0707
2024-04-23 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 14,905 12,108 905 0.0707
2024-02-05 2023-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 2,797 -240 -7.90 775 2.38 0.0667
2023-11-01 2023-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 3,037 0 0.00 757 -4.66 0.0761
2023-07-31 2023-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 3,037 -514 -14.47 794 -10.59 0.0798
2023-05-10 2023-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 3,551 -21 -0.59 888 2.78 0.0950
2023-02-02 2022-12-31 13F ISHARES CORE S&P MID-CAP ETF ETF 464287507 3,572 48 1.36 864 11.77 0.0979
2022-11-14 2022-09-30 13F ISHARES CORE S&P MID-CAP ETF ETF 464287507 3,524 132 3.89 773 0.78 0.0729
2022-08-02 2022-06-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 3,392 -144 -4.07 767 -19.18 0.0923
2022-05-12 2022-03-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 3,536 6 0.17 949 -5.01 0.0998
2022-02-11 2021-12-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 3,530 903 34.37 999 44.57 0.1049
2021-11-16 2021-09-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 2,627 51 1.98 691 -0.14 0.0798
2021-08-13 2021-06-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 2,576 10 0.39 692 3.59 0.0786
2021-05-18 2021-03-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 2,566 -225 -8.06 668 4.21 0.0781
2021-02-16 2020-12-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 2,791 1,182 73.46 641 115.10 0.0845
2020-11-16 2020-09-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 1,609 -250 -13.45 298 -9.97 0.0830
2020-08-14 2020-06-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 1,859 -203 -9.84 331 11.45 0.0972
2020-05-13 2020-03-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 2,062 -1,263 -37.98 297 -56.58 0.1114
2020-02-04 2019-12-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 3,325 0 0.00 684 6.54 0.2184
2019-11-05 2019-09-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 3,325 732 28.23 642 27.38 0.2219
2019-11-05 2019-06-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 2,593 357 15.97 504 19.15 0.2593
2019-10-30 2019-03-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 2,236 -65 -2.82 423 10.73 0.2419
2019-10-10 2018-12-31 13F ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 2,301 2,301 382 0.3206
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.