Principal Financial Group’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.1M | Sell |
508,401
-4,393
| -0.9% | -$314K | 0.02% | 626 |
|
|
2025
Q4 | $33M | Buy |
512,794
+10,902
| +2% | +$730K | 0.02% | 620 |
|
|
2025
Q3 | $34.5M | Sell |
501,892
-818,037
| -62% | -$51.5M | 0.02% | 603 |
|
|
2025
Q2 | $73.1M | Sell |
1,319,929
-114,771
| -8% | -$5.45M | 0.04% | 358 |
|
|
2025
Q1 | $59.4M | Sell |
1,434,700
-11,824
| -0.8% | -$586K | 0.03% | 413 |
|
|
2024
Q4 | $63.9M | Sell |
1,446,524
-18,292
| -1% | -$770K | 0.03% | 404 |
|
|
2024
Q3 | $51M | Sell |
1,464,816
-375,764
| -20% | -$11.6M | 0.03% | 467 |
|
|
2024
Q2 | $56.4M | Sell |
1,840,580
-399,024
| -18% | -$11.9M | 0.03% | 413 |
|
|
2024
Q1 | $62.5M | Buy |
2,239,604
+315,408
| +16% | +$7.85M | 0.04% | 405 |
|
|
2023
Q4 | $39.9M | Sell |
1,924,196
-373,880
| -16% | -$7.65M | 0.03% | 525 |
|
|
2023
Q3 | $49.7M | Buy |
2,298,076
+81,964
| +4% | +$1.82M | 0.04% | 411 |
|
|
2023
Q2 | $46M | Sell |
2,216,112
-92,956
| -4% | -$1.83M | 0.03% | 449 |
|
|
2023
Q1 | $47.7M | Buy |
2,309,068
+318,860
| +16% | +$6.49M | 0.03% | 442 |
|
|
2022
Q4 | $36M | Buy |
1,990,208
+390,696
| +24% | +$7.3M | 0.03% | 522 |
|
|
2022
Q3 | $25.6M | Buy |
1,599,512
+219,864
| +16% | +$3.39M | 0.02% | 621 |
|
|
2022
Q2 | $19M | Buy |
1,379,648
+193,932
| +16% | +$2.88M | 0.01% | 846 |
|
|
2022
Q1 | $19.5M | Sell |
1,185,716
-96
| -0% | -$1.65K | 0.01% | 923 |
|
|
2021
Q4 | $23.5M | Sell |
1,185,812
-19,808
| -2% | -$369K | 0.01% | 834 |
|
|
2021
Q3 | $18.8M | Buy |
1,205,620
+81,152
| +7% | +$1.28M | 0.01% | 1006 |
|
|
2021
Q2 | $18.5M | Buy |
1,124,468
+15,676
| +1% | +$271K | 0.01% | 1043 |
|
|
2021
Q1 | $20.2M | Buy |
1,108,792
+153,936
| +16% | +$2.77M | 0.01% | 904 |
|
|
2020
Q4 | $14.5M | Buy |
954,856
+19,136
| +2% | +$254K | 0.01% | 995 |
|
|
2020
Q3 | $11.3M | Sell |
935,720
-5,560
| -0.6% | -$69.3K | 0.01% | 1000 |
|
|
2020
Q2 | $9.83M | Buy |
941,280
+33,952
| +4% | +$355K | 0.01% | 1066 |
|
|
2020
Q1 | $9.79M | Sell |
907,328
-396,124
| -30% | -$4.79M | 0.01% | 918 |
|
|
2019
Q4 | $15.2M | Sell |
1,303,452
-500
| -0% | -$5.87K | 0.01% | 1008 |
|
|
2019
Q3 | $17.5M | Buy |
1,303,952
+4,512
| +0.3% | +$56.1K | 0.02% | 857 |
|
|
2019
Q2 | $17.6M | Buy |
1,299,440
+796
| +0.1% | +$10.8K | 0.02% | 860 |
|
|
2019
Q1 | $16.8M | Sell |
1,298,644
-28,628
| -2% | -$376K | 0.02% | 904 |
|
|
2018
Q4 | $18.1M | Sell |
1,327,272
-35,864
| -3% | -$478K | 0.02% | 768 |
|
|
2018
Q3 | $18.8M | Buy |
1,363,136
+77,244
| +6% | +$1.17M | 0.02% | 894 |
|
|
2018
Q2 | $20.7M | Buy |
1,285,892
+38,020
| +3% | +$688K | 0.02% | 803 |
|
|
2018
Q1 | $21M | Buy |
1,247,872
+34,092
| +3% | +$564K | 0.02% | 764 |
|
|
2017
Q4 | $18M | Sell |
1,213,780
-942,024
| -44% | -$12.8M | 0.02% | 898 |
|
|
2017
Q3 | $24.3M | Buy |
2,155,804
+87,304
| +4% | +$890K | 0.02% | 665 |
|
|
2017
Q2 | $19.4M | Buy |
2,068,500
+1,544
| +0.1% | +$13.7K | 0.02% | 785 |
|
|
2017
Q1 | $17.9M | Buy |
2,066,956
+72,720
| +4% | +$677K | 0.02% | 790 |
|
|
2016
Q4 | $18.2M | Sell |
1,994,236
-25,260
| -1% | -$230K | 0.02% | 756 |
|
|
2016
Q3 | $17.8M | Buy |
2,019,496
+379,916
| +23% | +$3.36M | 0.02% | 732 |
|
|
2016
Q2 | $14.5M | Buy |
1,639,580
+43,960
| +3% | +$419K | 0.02% | 807 |
|
|
2016
Q1 | $15.7M | Buy |
1,595,620
+14,980
| +0.9% | +$132K | 0.02% | 716 |
|
|
2015
Q4 | $17.2M | Buy |
1,580,640
+76,224
| +5% | +$795K | 0.03% | 635 |
|
|
2015
Q3 | $14.8M | Buy |
1,504,416
+79,500
| +6% | +$818K | 0.02% | 691 |
|
|
2015
Q2 | $14.8M | Sell |
1,424,916
-24,332
| -2% | -$221K | 0.02% | 729 |
|
|
2015
Q1 | $12.3M | Buy |
1,449,248
+32,728
| +2% | +$260K | 0.02% | 827 |
|
|
2014
Q4 | $10.3M | Buy |
1,416,520
+42,336
| +3% | +$283K | 0.02% | 934 |
|
|
2014
Q3 | $8.57M | Buy |
1,374,184
+150,720
| +12% | +$897K | 0.01% | 1006 |
|
|
2014
Q2 | $7.12M | Buy |
1,223,464
+20,132
| +2% | +$116K | 0.01% | 1165 |
|
|
2014
Q1 | $6.52M | Buy |
1,203,332
+36,804
| +3% | +$204K | 0.01% | 1196 |
|
|
2013
Q4 | $7.1M | Buy |
1,166,528
+72,992
| +7% | +$408K | 0.01% | 1109 |
|
|
2013
Q3 | $5.13M | Buy |
1,093,536
+230,832
| +27% | +$991K | 0.01% | 1258 |
|
|
2013
Q2 | $3.44M | Buy |
+862,704
| New | +$3.33M | 0.01% | 1410 |
|
Other funds holding IBKR
VCM
VPM
CCM
GWM
