Principal Financial Group
IWN icon

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

Principal Financial Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.9M Sell
115,483
-38,985
-25% -$7.55M 0.01% 869
2025
Q4 		$28M Buy
154,468
+102,801
+199% +$18.5M 0.01% 696
2025
Q3 		$9.14M Buy
51,667
+14,870
+40% +$2.51M ﹤0.01% 1334
2025
Q2 		$5.81M Sell
36,797
-90,362
-71% -$13.5M ﹤0.01% 1513
2025
Q1 		$19.2M Sell
127,159
-74,632
-37% -$12.1M 0.01% 857
2024
Q4 		$33.1M Buy
201,791
+143,940
+249% +$24.6M 0.02% 599
2024
Q3 		$9.65M Sell
57,851
-19,899
-26% -$3.23M 0.01% 1301
2024
Q2 		$11.8M Buy
77,750
+13,585
+21% +$2.08M 0.01% 1173
2024
Q1 		$10.2M Sell
64,165
-83,370
-57% -$12.6M 0.01% 1294
2023
Q4 		$22.9M Buy
147,535
+81,593
+124% +$11.3M 0.01% 798
2023
Q3 		$8.94M Buy
65,942
+22,604
+52% +$3.24M 0.01% 1294
2023
Q2 		$6.1M Sell
43,338
-28,498
-40% -$3.85M ﹤0.01% 1459
2023
Q1 		$9.84M Sell
71,836
-79,965
-53% -$11.6M 0.01% 1258
2022
Q4 		$21.1M Buy
151,801
+70,117
+86% +$9.9M 0.02% 794
2022
Q3 		$10.5M Buy
81,684
+8,489
+12% +$1.23M 0.01% 1163
2022
Q2 		$9.97M Buy
73,195
+3,801
+5% +$566K 0.01% 1257
2022
Q1 		$11.2M Sell
69,394
-15,848
-19% -$2.53M 0.01% 1305
2021
Q4 		$14M Buy
85,242
+48,666
+133% +$8.11M 0.01% 1203
2021
Q3 		$5.86M Buy
36,576
+8,281
+29% +$1.33M ﹤0.01% 1624
2021
Q2 		$4.69M Buy
28,295
+943
+3% +$156K ﹤0.01% 1732
2021
Q1 		$4.36M Sell
27,352
-42,517
-61% -$6.43M ﹤0.01% 1701
2020
Q4 		$9.2M Buy
69,869
+31,838
+84% +$3.76M 0.01% 1276
2020
Q3 		$3.78M Buy
38,031
+19,623
+107% +$1.99M ﹤0.01% 1563
2020
Q2 		$1.79M Sell
18,408
-236,416
-93% -$21.5M ﹤0.01% 1718
2020
Q1 		$20.9M Buy
254,824
+59,019
+30% +$6.62M 0.02% 540
2019
Q4 		$25.2M Buy
195,805
+168,593
+620% +$20.8M 0.02% 646
2019
Q3 		$3.25M Sell
27,212
-32,226
-54% -$3.81M ﹤0.01% 1632
2019
Q2 		$7.16M Buy
59,438
+17,460
+42% +$2.11M 0.01% 1405
2019
Q1 		$5.03M Sell
41,978
-736,936
-95% -$88M ﹤0.01% 1536
2018
Q4 		$83.8M Buy
778,914
+705,923
+967% +$84.9M 0.09% 259
2018
Q3 		$9.71M Buy
72,991
+44,748
+158% +$6.03M 0.01% 1338
2018
Q2 		$3.73M Sell
28,243
-15,154
-35% -$1.95M ﹤0.01% 1658
2018
Q1 		$5.29M Sell
43,397
-114,361
-72% -$14.3M 0.01% 1538
2017
Q4 		$19.8M Buy
157,758
+114,949
+269% +$14.4M 0.02% 826
2017
Q3 		$5.31M Buy
42,809
+27,821
+186% +$3.28M 0.01% 1543
2017
Q2 		$1.78M Buy
+14,988
New +$1.76M ﹤0.01% 1758
2017
Q1 		– Sell
-35,689
Closed -$4.25M – 2215
2016
Q4 		$4.25M Buy
+35,689
New +$3.94M 0.01% 1569
2016
Q1 		– Sell
-145,366
Closed -$13.4M – 2185
2015
Q4 		$13.4M Buy
145,366
+120,681
+489% +$11.5M 0.02% 766
2015
Q3 		$2.22M Buy
+24,685
New +$2.37M ﹤0.01% 1620
2014
Q1 		– Sell
-5,497
Closed -$547K – 2284
2013
Q4 		$547K Buy
+5,497
New +$525K ﹤0.01% 1864

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Principal Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 25% in Q1 2026, selling an estimated $7.55M and leaving 115,483 shares worth $21.9M. The position accounts for 0.01% of the portfolio, ranked #869.

Principal Financial Group first reported a position in IWN in Q4 2013 and has held it in 40 quarters since. The position peaked at $83.8M in Q4 2018. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Principal Financial Group held 115,483 shares of iShares Russell 2000 Value ETF worth $21.9M as of Q1 2026.
  • Principal Financial Group sold 38,985 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $7.55M.
  • iShares Russell 2000 Value ETF made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #869 holding.
  • Principal Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 40 quarters since.
  • Principal Financial Group's iShares Russell 2000 Value ETF position peaked at $83.8M in Q4 2018.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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