Principal Financial Group
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Principal Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Principal Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.01M Sell
13,335
-1,495
-10% -$420K ﹤0.01% 1721
2026
Q1 		$3.68M Sell
14,830
-9,317
-39% -$2.4M ﹤0.01% 1709
2025
Q4 		$5.94M Buy
24,147
+6,977
+41% +$1.72M ﹤0.01% 1553
2025
Q3 		$4.15M Sell
17,170
-1,282
-7% -$294K ﹤0.01% 1653
2025
Q2 		$3.98M Buy
18,452
+1,431
+8% +$288K ﹤0.01% 1649
2025
Q1 		$3.4M Sell
17,021
-9,162
-35% -$1.99M ﹤0.01% 1663
2024
Q4 		$5.79M Buy
26,183
+9,508
+57% +$2.17M ﹤0.01% 1546
2024
Q3 		$3.68M Sell
16,675
-394
-2% -$84.3K ﹤0.01% 1649
2024
Q2 		$3.46M Sell
17,069
-47
-0.3% -$9.5K ﹤0.01% 1660
2024
Q1 		$3.6M Buy
17,116
+243
+1% +$48.5K ﹤0.01% 1669
2023
Q4 		$3.39M Sell
16,873
-88
-0.5% -$15.8K ﹤0.01% 1673
2023
Q3 		$3M Sell
16,961
-310
-2% -$58.2K ﹤0.01% 1681
2023
Q2 		$3.23M Buy
17,271
+1,011
+6% +$180K ﹤0.01% 1668
2023
Q1 		$2.9M Buy
16,260
+1,144
+8% +$211K ﹤0.01% 1694
2022
Q4 		$2.64M Sell
15,116
-3,518
-19% -$626K ﹤0.01% 1712
2022
Q3 		$3.07M Buy
18,634
+1,432
+8% +$261K ﹤0.01% 1641
2022
Q2 		$2.91M Sell
17,202
-8,448
-33% -$1.56M ﹤0.01% 1723
2022
Q1 		$5.26M Buy
25,650
+24,598
+2,338% +$5.02M ﹤0.01% 1640
2021
Q4 		$234K Buy
+1,052
New +$238K ﹤0.01% 2316
2017
Q4 		– Sell
-9,922
Closed -$1.47M – 2254
2017
Q3 		$1.47M Hold
9,922
– – ﹤0.01% 1776
2017
Q2 		$1.4M Hold
9,922
– – ﹤0.01% 1794
2017
Q1 		$1.36M Buy
+9,922
New +$1.36M ﹤0.01% 1770
2015
Q1 		– Sell
-44,394
Closed -$5.31M – 2177
2014
Q4 		$5.31M Buy
+44,394
New +$5.08M 0.01% 1345

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Principal Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, selling an estimated $420K and leaving 13,335 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Principal Financial Group first reported a position in IWM in Q4 2014 and has held it in 23 quarters since. The position peaked at $5.94M in Q4 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Principal Financial Group held 13,335 shares of iShares Russell 2000 ETF worth $4.01M as of Q2 2026.
  • Principal Financial Group sold 1,495 iShares Russell 2000 ETF shares in Q2 2026, an estimated $420K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1721 holding.
  • Principal Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 23 quarters since.
  • Principal Financial Group's iShares Russell 2000 ETF position peaked at $5.94M in Q4 2025.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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