Principal Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Principal Financial Group’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,161	Closed	-$343K	–	2196
2024 Q4	$343K	Buy	+3,161	New	+$350K	﹤0.01%	2022
2022 Q3	–	Sell	-2,632	Closed	-$234K	–	2533
2022 Q2	$234K	Buy	+2,632	New	+$252K	﹤0.01%	2254

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Principal Financial Group's IJS Position: Q1 2025 in Review

Principal Financial Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 3,161 shares — an estimated $343K sold.

Principal Financial Group first reported a position in IJS in Q2 2022 and held it in 2 quarters. The position peaked at $343K in Q4 2024. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Principal Financial Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Principal Financial Group sold 3,161 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $343K.
Principal Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 2 quarters.
Principal Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $343K in Q4 2024.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.