Investment Research & Advisory Group’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Investment Research & Advisory Group’s Portfolio PSC Stock Details PSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211	Hold	3	–	–	﹤0.01%	304
2026 Q1	$172	Buy	3 +1	+50%	+$59	﹤0.01%	268
2025 Q4	$116	Hold	2	–	–	﹤0.01%	270
2025 Q3	$114	Buy	2 +1	+100%	+$55	﹤0.01%	248
2025 Q2	$53	Buy	+1	New	+$50	﹤0.01%	240

Other funds holding PSC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Investment Research & Advisory Group's PSC Position: Q2 2026 in Review

Investment Research & Advisory Group held its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) position steady in Q2 2026 at 3 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Investment Research & Advisory Group first reported a position in PSC in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Investment Research & Advisory Group held 3 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $211 as of Q2 2026.
Investment Research & Advisory Group left its Principal Exchange-Traded Funds Principal US Small-Cap ETF share count unchanged in Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #304 holding.
Investment Research & Advisory Group first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.