Principal Financial Group
IWP icon

Principal Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Principal Financial Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,700
Closed -$374K – 2296
2025
Q2 		$374K Sell
2,700
-3,600
-57% -$455K ﹤0.01% 2034
2025
Q1 		$740K Buy
6,300
+3,700
+142% +$476K ﹤0.01% 1882
2024
Q4 		$330K Sell
2,600
-4,700
-64% -$597K ﹤0.01% 2024
2024
Q3 		$856K Sell
7,300
-15,800
-68% -$1.77M ﹤0.01% 1873
2024
Q2 		$2.55M Sell
23,100
-15,500
-40% -$1.7M ﹤0.01% 1726
2024
Q1 		$4.41M Buy
38,600
+12,400
+47% +$1.34M ﹤0.01% 1609
2023
Q4 		$2.74M Sell
26,200
-5,300
-17% -$502K ﹤0.01% 1719
2023
Q3 		$2.88M Buy
31,500
+2,871
+10% +$274K ﹤0.01% 1695
2023
Q2 		$2.77M Sell
28,629
-10,502
-27% -$957K ﹤0.01% 1703
2023
Q1 		$3.56M Buy
39,131
+17,100
+78% +$1.53M ﹤0.01% 1645
2022
Q4 		$1.84M Sell
22,031
-18,569
-46% -$1.56M ﹤0.01% 1775
2022
Q3 		$3.18M Sell
40,600
-2,979
-7% -$256K ﹤0.01% 1631
2022
Q2 		$3.45M Buy
43,579
+20,679
+90% +$1.8M ﹤0.01% 1675
2022
Q1 		$2.3M Sell
22,900
-1,200
-5% -$120K ﹤0.01% 1843
2021
Q4 		$2.78M Buy
24,100
+10,800
+81% +$1.26M ﹤0.01% 1809
2021
Q3 		$1.49M Sell
13,300
-7,267
-35% -$836K ﹤0.01% 1919
2021
Q2 		$2.33M Sell
20,567
-7,829
-28% -$836K ﹤0.01% 1869
2021
Q1 		$2.9M Sell
28,396
-6,498
-19% -$679K ﹤0.01% 1787
2020
Q4 		$3.58M Sell
34,894
-5,880
-14% -$560K ﹤0.01% 1666
2020
Q3 		$3.52M Buy
40,774
+24,200
+146% +$2.04M ﹤0.01% 1592
2020
Q2 		$1.31M Buy
16,574
+11,854
+251% +$860K ﹤0.01% 1774
2020
Q1 		$287K Buy
+4,720
New +$344K ﹤0.01% 1977
2014
Q1 		– Sell
-5,062
Closed -$214K – 2285
2013
Q4 		$214K Buy
+5,062
New +$205K ﹤0.01% 2127

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Principal Financial Group's IWP Position: Q3 2025 in Review

Principal Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 2,700 shares — an estimated $374K sold.

Principal Financial Group first reported a position in IWP in Q4 2013 and held it in 23 quarters. The position peaked at $4.41M in Q1 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Principal Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 2,700 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $374K.
  • Principal Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 23 quarters.
  • Principal Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $4.41M in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.