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
Q3 		$3.03M Sell
13,260
-525
-4% -$123K ﹤0.01% 1800
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Principal Financial Group's IVE Position: Q3 2026 in Review

Principal Financial Group reduced its iShares S&P 500 Value ETF (IVE) stake by 3.8% in Q3 2026, selling an estimated $123K and leaving 13,260 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Principal Financial Group first reported a position in IVE in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.62M in Q4 2025. 1,421 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Principal Financial Group held 13,260 shares of iShares S&P 500 Value ETF worth $3.03M as of Q3 2026.
  • Principal Financial Group sold 525 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $123K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1800 holding.
  • Principal Financial Group first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 19 quarters since.
  • Principal Financial Group's iShares S&P 500 Value ETF position peaked at $4.62M in Q4 2025.
  • 1,421 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.