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 Q2	$251K	Sell	1,825 -3,104	-63%	-$410K	﹤0.01%	2067
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Principal Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 63% in Q2 2026, selling an estimated $410K and leaving 1,825 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Principal Financial Group first reported a position in IVW in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.75M in Q2 2022. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Principal Financial Group held 1,825 shares of iShares S&P 500 Growth ETF worth $251K as of Q2 2026.
Principal Financial Group sold 3,104 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $410K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2067 holding.
Principal Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 5 quarters since.
Principal Financial Group's iShares S&P 500 Growth ETF position peaked at $1.75M in Q2 2022.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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