Principal Financial Group
IVW icon

Principal Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Principal Financial Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$558K Buy
+4,929
New +$593K ﹤0.01% 2014
2025
Q1 		– Sell
-5,501
Closed -$559K – 2197
2024
Q4 		$559K Buy
+5,501
New +$549K ﹤0.01% 1947
2023
Q1 		– Sell
-18,372
Closed -$1.07M – 2480
2022
Q4 		$1.07M Buy
+18,372
New +$1.1M ﹤0.01% 1852
2022
Q3 		– Sell
-29,048
Closed -$1.75M – 2537
2022
Q2 		$1.75M Buy
+29,048
New +$1.92M ﹤0.01% 1833

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Principal Financial Group's IVW Position: Q1 2026 in Review

Principal Financial Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 4,929 shares worth $558K. The stake represents ﹤0.01% of the portfolio and ranks #2014 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in IVW as recently as Q4 2024.

Principal Financial Group first reported a position in IVW in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.75M in Q2 2022. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Principal Financial Group held 4,929 shares of iShares S&P 500 Growth ETF worth $558K as of Q1 2026.
  • iShares S&P 500 Growth ETF was a new Principal Financial Group position in Q1 2026.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #2014 holding.
  • Principal Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 4 quarters since.
  • Principal Financial Group's iShares S&P 500 Growth ETF position peaked at $1.75M in Q2 2022.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.