Principal Financial Group
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Principal Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Principal Financial Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Sell
13,785
-2,466
-15% -$551K ﹤0.01% 1774
2026
Q1 		$3.43M Sell
16,251
-5,542
-25% -$1.2M ﹤0.01% 1726
2025
Q4 		$4.62M Buy
21,793
+7,474
+52% +$1.57M ﹤0.01% 1648
2025
Q3 		$2.96M Buy
14,319
+104
+0.7% +$20.9K ﹤0.01% 1745
2025
Q2 		$2.78M Buy
14,215
+1
+0% +$186 ﹤0.01% 1743
2025
Q1 		$2.71M Sell
14,214
-743
-5% -$144K ﹤0.01% 1716
2024
Q4 		$2.86M Buy
14,957
+1,122
+8% +$223K ﹤0.01% 1736
2024
Q3 		$2.73M Sell
13,835
-507
-4% -$96.3K ﹤0.01% 1727
2024
Q2 		$2.61M Buy
14,342
+183
+1% +$33.3K ﹤0.01% 1721
2024
Q1 		$2.65M Sell
14,159
-209
-1% -$37.1K ﹤0.01% 1733
2023
Q4 		$2.5M Buy
14,368
+29
+0.2% +$4.66K ﹤0.01% 1741
2023
Q3 		$2.21M Sell
14,339
-492
-3% -$79.5K ﹤0.01% 1745
2023
Q2 		$2.39M Sell
14,831
-296
-2% -$45.5K ﹤0.01% 1737
2023
Q1 		$2.3M Buy
15,127
+1,452
+11% +$219K ﹤0.01% 1736
2022
Q4 		$1.98M Sell
13,675
-690
-5% -$98.5K ﹤0.01% 1760
2022
Q3 		$1.85M Sell
14,365
-195
-1% -$27.6K ﹤0.01% 1727
2022
Q2 		$2M Buy
14,560
+666
+5% +$98.3K ﹤0.01% 1806
2022
Q1 		$2.16M Buy
+13,894
New +$2.14M ﹤0.01% 1850

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principal Financial Group's IVE Position: Q2 2026 in Review

Principal Financial Group reduced its iShares S&P 500 Value ETF (IVE) stake by 15% in Q2 2026, selling an estimated $551K and leaving 13,785 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Principal Financial Group first reported a position in IVE in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.62M in Q4 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Principal Financial Group held 13,785 shares of iShares S&P 500 Value ETF worth $3.13M as of Q2 2026.
  • Principal Financial Group sold 2,466 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $551K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1774 holding.
  • Principal Financial Group first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Principal Financial Group's iShares S&P 500 Value ETF position peaked at $4.62M in Q4 2025.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.