Principal Financial Group
IWO icon

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

Principal Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Sell
7,400
-100
-1% -$36.5K ﹤0.01% 1792
2026
Q1 		$2.35M Buy
7,500
+1,300
+21% +$432K ﹤0.01% 1803
2025
Q4 		$2M Sell
6,200
-1,500
-19% -$488K ﹤0.01% 1838
2025
Q3 		$2.46M Buy
7,700
+600
+8% +$181K ﹤0.01% 1777
2025
Q2 		$2.03M Sell
7,100
-1,900
-21% -$500K ﹤0.01% 1801
2025
Q1 		$2.3M Buy
9,000
+200
+2% +$56.4K ﹤0.01% 1743
2024
Q4 		$2.53M Sell
8,800
-1,100
-11% -$325K ﹤0.01% 1764
2024
Q3 		$2.81M Sell
9,900
-6,620
-40% -$1.81M ﹤0.01% 1717
2024
Q2 		$4.34M Buy
16,520
+575
+4% +$149K ﹤0.01% 1584
2024
Q1 		$4.32M Sell
15,945
-2,305
-13% -$589K ﹤0.01% 1618
2023
Q4 		$4.6M Buy
18,250
+2,325
+15% +$524K ﹤0.01% 1584
2023
Q3 		$3.57M Sell
15,925
-4,650
-23% -$1.11M ﹤0.01% 1639
2023
Q2 		$4.99M Buy
20,575
+575
+3% +$132K ﹤0.01% 1524
2023
Q1 		$4.54M Sell
20,000
-1,625
-8% -$372K ﹤0.01% 1561
2022
Q4 		$4.64M Buy
21,625
+4,625
+27% +$1.01M ﹤0.01% 1561
2022
Q3 		$3.51M Sell
17,000
-2,500
-13% -$563K ﹤0.01% 1607
2022
Q2 		$4.02M Hold
19,500
– – ﹤0.01% 1625
2022
Q1 		$4.99M Sell
19,500
-1,800
-8% -$461K ﹤0.01% 1658
2021
Q4 		$6.24M Sell
21,300
-1,300
-6% -$392K ﹤0.01% 1590
2021
Q3 		$6.63M Buy
22,600
+5,508
+32% +$1.65M ﹤0.01% 1580
2021
Q2 		$5.33M Sell
17,092
-3,500
-17% -$1.05M ﹤0.01% 1695
2021
Q1 		$6.19M Sell
20,592
-4,000
-16% -$1.24M ﹤0.01% 1594
2020
Q4 		$7.05M Buy
24,592
+9,900
+67% +$2.52M 0.01% 1417
2020
Q3 		$3.25M Buy
14,692
+9,800
+200% +$2.14M ﹤0.01% 1616
2020
Q2 		$1.01M Buy
+4,892
New +$915K ﹤0.01% 1830

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Principal Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q2 2026, selling an estimated $36.5K and leaving 7,400 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Principal Financial Group first reported a position in IWO in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.05M in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Principal Financial Group held 7,400 shares of iShares Russell 2000 Growth ETF worth $2.92M as of Q2 2026.
  • Principal Financial Group sold 100 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1792 holding.
  • Principal Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Principal Financial Group's iShares Russell 2000 Growth ETF position peaked at $7.05M in Q4 2020.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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