Principal Financial Group
IWS icon

Principal Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Principal Financial Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6M Sell
15,825
-10,400
-40% -$1.64M ﹤0.01% 1806
2026
Q1 		$3.82M Buy
26,225
+6,704
+34% +$995K ﹤0.01% 1700
2025
Q4 		$2.75M Sell
19,521
-9,679
-33% -$1.35M ﹤0.01% 1783
2025
Q3 		$4.08M Sell
29,200
-8,200
-22% -$1.12M ﹤0.01% 1663
2025
Q2 		$4.94M Sell
37,400
-3,900
-9% -$489K ﹤0.01% 1578
2025
Q1 		$5.2M Buy
41,300
+2,800
+7% +$365K ﹤0.01% 1556
2024
Q4 		$4.98M Sell
38,500
-14,100
-27% -$1.89M ﹤0.01% 1594
2024
Q3 		$6.96M Sell
52,600
-18,400
-26% -$2.33M ﹤0.01% 1444
2024
Q2 		$8.57M Sell
71,000
-11,200
-14% -$1.36M 0.01% 1343
2024
Q1 		$10.3M Buy
82,200
+14,000
+21% +$1.65M 0.01% 1285
2023
Q4 		$7.93M Sell
68,200
-9,200
-12% -$980K 0.01% 1401
2023
Q3 		$8.08M Buy
77,400
+600
+0.8% +$66.1K 0.01% 1337
2023
Q2 		$8.44M Sell
76,800
-19,900
-21% -$2.1M 0.01% 1332
2023
Q1 		$10.3M Buy
96,700
+4,600
+5% +$502K 0.01% 1240
2022
Q4 		$9.7M Sell
92,100
-9,900
-10% -$1.04M 0.01% 1248
2022
Q3 		$9.8M Buy
102,000
+9,000
+10% +$961K 0.01% 1203
2022
Q2 		$9.45M Hold
93,000
– – 0.01% 1291
2022
Q1 		$11.1M Buy
93,000
+39,400
+74% +$4.64M 0.01% 1311
2021
Q4 		$6.56M Sell
53,600
-11,900
-18% -$1.42M ﹤0.01% 1575
2021
Q3 		$7.42M Sell
65,500
-3,733
-5% -$432K ﹤0.01% 1537
2021
Q2 		$7.96M Buy
69,233
+7,700
+13% +$883K 0.01% 1534
2021
Q1 		$6.73M Sell
61,533
-3,000
-5% -$312K ﹤0.01% 1560
2020
Q4 		$6.26M Sell
64,533
-3,900
-6% -$352K ﹤0.01% 1479
2020
Q3 		$5.53M Buy
68,433
+30,700
+81% +$2.49M ﹤0.01% 1400
2020
Q2 		$2.89M Buy
+37,733
New +$2.75M ﹤0.01% 1610

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Principal Financial Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 40% in Q2 2026, selling an estimated $1.64M and leaving 15,825 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Principal Financial Group first reported a position in IWS in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.1M in Q1 2022. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Principal Financial Group held 15,825 shares of iShares Russell Mid-Cap Value ETF worth $2.6M as of Q2 2026.
  • Principal Financial Group sold 10,400 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.64M.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1806 holding.
  • Principal Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Principal Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $11.1M in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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