Principal Financial Group
IYW icon

Principal Financial Group’s iShares US Technology ETF IYW Stock Holding History

Principal Financial Group’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5M Hold
57,381
– – 0.01% 1202
2026
Q1 		$10.4M Hold
57,381
– – 0.01% 1313
2025
Q4 		$11.5M Sell
57,381
-50,046
-47% -$10M 0.01% 1232
2025
Q3 		$21M Buy
107,427
+53,466
+99% +$9.78M 0.01% 837
2025
Q2 		$9.35M Buy
+53,961
New +$8.18M ﹤0.01% 1300

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Principal Financial Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 57,381 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #1202.

Principal Financial Group first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. The position peaked at $21M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Principal Financial Group held 57,381 shares of iShares US Technology ETF worth $14.5M as of Q2 2026.
  • Principal Financial Group left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1202 holding.
  • Principal Financial Group first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • Principal Financial Group's iShares US Technology ETF position peaked at $21M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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