Principal Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.7M | Sell |
308,237
-315,001
| -51% | -$43.2M | 0.02% | 562 |
|
|
2026
Q1 | $77.5M | Buy |
623,238
+287,473
| +86% | +$36.5M | 0.04% | 363 |
|
|
2025
Q4 | $40.4M | Buy |
335,765
+200,252
| +148% | +$23.9M | 0.02% | 539 |
|
|
2025
Q3 | $16.1M | Sell |
135,513
-51
| -0% | -$5.87K | 0.01% | 992 |
|
|
2025
Q2 | $14.8M | Buy |
135,564
+1,521
| +1% | +$157K | 0.01% | 1033 |
|
|
2025
Q1 | $14M | Sell |
134,043
-21,868
| -14% | -$2.47M | 0.01% | 1065 |
|
|
2024
Q4 | $18M | Buy |
155,911
+13,897
| +10% | +$1.66M | 0.01% | 919 |
|
|
2024
Q3 | $16.6M | Sell |
142,014
-1,975
| -1% | -$223K | 0.01% | 951 |
|
|
2024
Q2 | $15.4M | Buy |
143,989
+1,995
| +1% | +$213K | 0.01% | 1020 |
|
|
2024
Q1 | $15.7M | Buy |
141,994
+14,968
| +12% | +$1.59M | 0.01% | 1071 |
|
|
2023
Q4 | $13.8M | Buy |
127,026
+250
| +0.2% | +$24.1K | 0.01% | 1123 |
|
|
2023
Q3 | $12M | Buy |
126,776
+925
| +0.7% | +$92.4K | 0.01% | 1124 |
|
|
2023
Q2 | $12.5M | Buy |
125,851
+2,346
| +2% | +$223K | 0.01% | 1129 |
|
|
2023
Q1 | $11.9M | Buy |
123,505
+464
| +0.4% | +$46.4K | 0.01% | 1167 |
|
|
2022
Q4 | $11.6M | Buy |
123,041
+1,566
| +1% | +$150K | 0.01% | 1156 |
|
|
2022
Q3 | $10.6M | Sell |
121,475
-838
| -0.7% | -$81.4K | 0.01% | 1160 |
|
|
2022
Q2 | $11.3M | Buy |
122,313
+1,213
| +1% | +$121K | 0.01% | 1183 |
|
|
2022
Q1 | $13.1M | Buy |
121,100
+700
| +0.6% | +$75.5K | 0.01% | 1217 |
|
|
2021
Q4 | $13.8M | Sell |
120,400
-18,646
| -13% | -$2.12M | 0.01% | 1215 |
|
|
2021
Q3 | $15.2M | Sell |
139,046
-454
| -0.3% | -$50K | 0.01% | 1144 |
|
|
2021
Q2 | $15.8M | Buy |
139,500
+748
| +0.5% | +$83.4K | 0.01% | 1161 |
|
|
2021
Q1 | $15.1M | Sell |
138,752
-61,538
| -31% | -$6.44M | 0.01% | 1148 |
|
|
2020
Q4 | $18.4M | Sell |
200,290
-1,239
| -0.6% | -$102K | 0.01% | 830 |
|
|
2020
Q3 | $14.2M | Sell |
201,529
-11,825
| -6% | -$847K | 0.01% | 864 |
|
|
2020
Q2 | $14.6M | Buy |
213,354
+378
| +0.2% | +$23.9K | 0.01% | 821 |
|
|
2020
Q1 | $11.9M | Buy |
212,976
+4,893
| +2% | +$364K | 0.01% | 799 |
|
|
2019
Q4 | $17.4M | Buy |
208,083
+109
| +0.1% | +$8.77K | 0.01% | 905 |
|
|
2019
Q3 | $16.2M | Sell |
207,974
-4,286
| -2% | -$332K | 0.01% | 925 |
|
|
2019
Q2 | $16.6M | Buy |
212,260
+913
| +0.4% | +$70.9K | 0.01% | 913 |
|
|
2019
Q1 | $16.3M | Buy |
211,347
+2,317
| +1% | +$178K | 0.02% | 922 |
|
|
2018
Q4 | $14.5M | Buy |
209,030
+8,730
| +4% | +$675K | 0.02% | 918 |
|
|
2018
Q3 | $17.5M | Hold |
200,300
| – | – | 0.02% | 954 |
|
|
2018
Q2 | $16.7M | Hold |
200,300
| – | – | 0.02% | 937 |
|
|
2018
Q1 | $15.4M | Sell |
200,300
-4,900
| -2% | -$381K | 0.01% | 973 |
|
|
2017
Q4 | $15.8M | Sell |
205,200
-36,695
| -15% | -$2.77M | 0.01% | 983 |
|
|
2017
Q3 | $18M | Sell |
241,895
-10,400
| -4% | -$729K | 0.02% | 856 |
|
|
2017
Q2 | $17.7M | Hold |
252,295
| – | – | 0.02% | 847 |
|
|
2017
Q1 | $17.4M | Buy |
252,295
+22,525
| +10% | +$1.55M | 0.02% | 810 |
|
|
2016
Q4 | $15.8M | Sell |
229,770
-328,972
| -59% | -$21.2M | 0.02% | 853 |
|
|
2016
Q3 | $34.7M | Buy |
558,742
+2,442
| +0.4% | +$149K | 0.05% | 417 |
|
|
2016
Q2 | $32.3M | Buy |
556,300
+3,600
| +0.7% | +$205K | 0.05% | 397 |
|
|
2016
Q1 | $31.1M | Sell |
552,700
-13,800
| -2% | -$720K | 0.05% | 392 |
|
|
2015
Q4 | $31.2M | Buy |
566,500
+2,400
| +0.4% | +$135K | 0.05% | 382 |
|
|
2015
Q3 | $30.1M | Buy |
564,100
+200
| +0% | +$11.3K | 0.05% | 383 |
|
|
2015
Q2 | $33.2M | Sell |
563,900
-4,000
| -0.7% | -$237K | 0.05% | 370 |
|
|
2015
Q1 | $33.5M | Buy |
567,900
+1,400
| +0.2% | +$80.2K | 0.05% | 368 |
|
|
2014
Q4 | $32.3M | Buy |
566,500
+300
| +0.1% | +$16.4K | 0.05% | 364 |
|
|
2014
Q3 | $29.5M | Sell |
566,200
-157,400
| -22% | -$8.57M | 0.05% | 364 |
|
|
2014
Q2 | $40.6M | Sell |
723,600
-1,284
| -0.2% | -$69.4K | 0.07% | 309 |
|
|
2014
Q1 | $39.9M | Sell |
724,884
-1,600
| -0.2% | -$86.5K | 0.07% | 316 |
|
|
2013
Q4 | $39.7M | Buy |
726,484
+14,790
| +2% | +$773K | 0.07% | 311 |
|
|
2013
Q3 | $35.5M | Buy |
711,694
+37,780
| +6% | +$1.83M | 0.07% | 309 |
|
|
2013
Q2 | $30.4M | Buy |
+673,914
| New | +$29.8M | 0.07% | 323 |
|
Other funds holding IJR
Principal Financial Group's IJR Position: Q2 2026 in Review
Principal Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 51% in Q2 2026, selling an estimated $43.2M and leaving 308,237 shares worth $45.7M. The position accounts for 0.02% of the portfolio, ranked #562.
Principal Financial Group first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $77.5M in Q1 2026. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Principal Financial Group held 308,237 shares of iShares Core S&P Small-Cap ETF worth $45.7M as of Q2 2026.
- Principal Financial Group sold 315,001 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $43.2M.
- iShares Core S&P Small-Cap ETF made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #562 holding.
- Principal Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's iShares Core S&P Small-Cap ETF position peaked at $77.5M in Q1 2026.
- 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.